LSE - Delayed Quote GBP
Carvetian Generation Income (0P00000X0L.L)
10.07
+0.13
+(1.28%)
At close: January 17 at 8:00:00 PM GMT
Fund Summary
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Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 14.24% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 2.36% |
| 5y Average Return | 5.50% |
| Rank in Category (ytd) | 3 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P00000X0L.L | Category Average | 0P00000X0L.L | Category Average | 0P00000X0L.L | Category Average | |
| Alpha | -0.36 | -- | 0.77 | -- | -2.15 | -- |
| BETA | 0.95 | -- | 1.11 | -- | 1.3 | -- |
| Mean Annual Return | 0.22 | -- | 0.52 | -- | 0.38 | -- |
| R-squared | 79.82 | -- | 83.01 | -- | 76.3 | -- |
| Standard Deviation | 9.26 | -- | 10.85 | -- | 11.26 | -- |
| Sharpe Ratio | 0.04 | -- | 0.47 | -- | 0.38 | -- |
| Treynor Ratio | -0.04 | -- | 4.19 | -- | 2.82 | -- |
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