LSE - Delayed Quote GBp

Elite Balanced Trust Acc (0P0000132L.L)

184.52 -0.34 (-0.18%)
As of February 1 at 8:00 PM GMT. Market Open.

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 20.31%
Worst 1Y Total Return --
Number of Years Up 23
Number of Years Down 9

Performance & Risk

YTD Return -0.66%
5y Average Return 1.83%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0000132L.LCategory Average0P0000132L.LCategory Average0P0000132L.LCategory Average
Alpha -6.73 -- -3.6 -- -2.66 --
BETA 0.89 -- 0.94 -- 0.93 --
Mean Annual Return -0.15 -- 0.21 -- 0.32 --
R-squared 69.9 -- 76.85 -- 76.9 --
Standard Deviation 8.95 -- 10.4 -- 8.83 --
Sharpe Ratio -0.44 -- 0.11 -- 0.32 --
Treynor Ratio -4.84 -- 0.62 -- 2.73 --

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