LSE - Delayed Quote GBp
VT Sinfonia Income and Growth D Inc (0P0000J17U.L)
At close: October 16 at 9:00 PM GMT+1
Fund Summary
Fund Summary Information Not Available
Risk Overview
Morningstar Risk Rating | |
Best 1Y Total Return | 14.91% |
Worst 1Y Total Return | -- |
Number of Years Up | 11 |
Number of Years Down | 4 |
Performance & Risk
YTD Return | 7.04% |
5y Average Return | 2.54% |
Rank in Category (ytd) | 83 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.75 |
Morningstar Risk Rating |
Risk Statistics
3 Years | 5 Years | 10 Years | ||||
---|---|---|---|---|---|---|
0P0000J17U.L | Category Average | 0P0000J17U.L | Category Average | 0P0000J17U.L | Category Average | |
Alpha | -3.16 | -- | -3.21 | -- | -2.78 | -- |
BETA | 0.75 | -- | 0.91 | -- | 0.93 | -- |
Mean Annual Return | 0.13 | -- | 0.21 | -- | 0.33 | -- |
R-squared | 78.77 | -- | 85.81 | -- | 85.26 | -- |
Standard Deviation | 7.05 | -- | 9.44 | -- | 8.41 | -- |
Sharpe Ratio | -0.24 | -- | 0.06 | -- | 0.33 | -- |
Treynor Ratio | -2.55 | -- | 0.08 | -- | 2.64 | -- |
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