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LSE - Delayed Quote GBP

EF New Horizon Balanced Inc & Gr B Inc (0P00001PFF.L)

1.6965
+0.0051
+(0.30%)
As of May 2 at 9:00:00 PM GMT+1. Market Open.

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 25.32%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 6

Performance & Risk

YTD Return -1.22%
5y Average Return 4.38%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P00001PFF.LCategory Average0P00001PFF.LCategory Average0P00001PFF.LCategory Average
Alpha -2.34 -- -0.19 -- -2.13 --
BETA 0.8 -- 0.94 -- 1.08 --
Mean Annual Return 0.13 -- 0.48 -- 0.27 --
R-squared 74.24 -- 75.71 -- 80.26 --
Standard Deviation 7.12 -- 7.78 -- 8.13 --
Sharpe Ratio -0.35 -- 0.43 -- 0.21 --
Treynor Ratio -3.47 -- 3.4 -- 1.33 --

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