Swiss - Delayed Quote USD

Yuanta Global Equity Income USD B (0P00016C21)

9.15 -0.04 (-0.41%)
As of September 5 at 10:00 PM GMT+2. Market Open.

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 22.77%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return 13.27%
5y Average Return 7.16%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P00016C21Category Average0P00016C21Category Average0P00016C21Category Average
Alpha 0.6 -- -0.43 -- -- --
BETA 0.8 -- 0.83 -- -- --
Mean Annual Return 0.62 -- 0.67 -- -- --
R-squared 68.84 -- 79.16 -- -- --
Standard Deviation 14.58 -- 15.98 -- -- --
Sharpe Ratio 0.27 -- 0.36 -- -- --
Treynor Ratio 3.74 -- 5.55 -- -- --

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