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LSE - Delayed Quote GBP

Quilter Investors Ethical Eq A (GBP) Acc (0P00001FBY.L)

2.0540
-0.0070
(-0.34%)
At close: May 7 at 9:00:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 29.92%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 4

Performance & Risk

YTD Return -3.96%
5y Average Return 12.65%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P00001FBY.LCategory Average0P00001FBY.LCategory Average0P00001FBY.LCategory Average
Alpha -1.14 -- -0.02 -- -1.19 --
BETA 1 -- 1 -- 1.06 --
Mean Annual Return 0.52 -- 1.27 -- 0.71 --
R-squared 90.96 -- 88.89 -- 89.12 --
Standard Deviation 17.24 -- 16.94 -- 16.8 --
Sharpe Ratio 0.1 -- 0.73 -- 0.39 --
Treynor Ratio 0.32 -- 11.88 -- 5.08 --

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