NasdaqCM - Delayed Quote • GBp
SUTL Cazenove GBP Balanced S Inc (0P0001IQUK.L)
At close: September 12 at 4:00 PM EDT
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 12.88% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 6.17% |
| 5y Average Return | 4.20% |
| Rank in Category (ytd) | 33 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.68 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0001IQUK.L | Category Average | 0P0001IQUK.L | Category Average | 0P0001IQUK.L | Category Average | |
| Alpha | -0.84 | -- | 0.53 | -- | -- | -- |
| BETA | 0.68 | -- | 0.9 | -- | -- | -- |
| Mean Annual Return | 0.16 | -- | 0.38 | -- | -- | -- |
| R-squared | 72.98 | -- | 77.85 | -- | -- | -- |
| Standard Deviation | 6.03 | -- | 7.86 | -- | -- | -- |
| Sharpe Ratio | -0.2 | -- | 0.33 | -- | -- | -- |
| Treynor Ratio | -2 | -- | 2.63 | -- | -- | -- |
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