WebDec 31, 2024 · The Morningstar Nontraditional Bond Category includes funds that pursue strategies divergent in one or more ways from conventional practice in the broader bond-fund universe. This includes funds that invest in bonds with an absolute return focus, which seek to avoid losses and produce returns uncorrelated to the overall bond market, and … WebNontraditional Equity U.S. Category Group. • The Long-Short Credit category will be retired, and funds in this category will move to Nontraditional Bond. • The Options-based …

NSBDX - North Star Bond Fund Class I Fidelity Investments

WebBond category returns during periods of rising or falling interest rates Average annual returns for each time period Core bond index Intermediate core bond Intermediate core-plus bond Non-traditional bond Rising interest rates 7/9/16 - 11/8/18 Falling interest rates 11/9/18 - 3/9/20 Rising interest rates 3/12/20 - 12/31/22-1.2% 0.9% 0.3% Web2 days ago · The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The performance data shown represents past performance, which is no guarantee of future results. critical analysis paper introduction

Best Nontraditional Bond Funds - U.S. News & World Report

WebThese portfolios typically hold 35% to 65% of bond assets in securities that are not rated or are rated by a major agency such as Standard & Poor's or Moody's at the level of BB … WebMorningstar Nontraditional Bond Category Average Morningstar Intermediate Core-Plus Bond Category Average Higher Return (since strategy inception) 3.43%1.74% 2.55% Volatility (since strategy inception) 3.44%3.36% 3.92% Higher Sharpe ratio (since strategy inception) 0.800.33 0.49 BSIIX 30-day SEC yield (subsidized/unsubsidized)† 4.52%/4.52% buffalo city college st marks campus