LSE - Delayed Quote GBP

Courtiers Total Return Balanced Risk (0P00008N9X.L)

2.5100
-0.0040
(-0.16%)
At close: January 20 at 8:00:00 PM GMT

Fund Summary

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Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 19.92%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 4

Performance & Risk

YTD Return 2.16%
5y Average Return 5.16%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P00008N9X.LCategory Average0P00008N9X.LCategory Average0P00008N9X.LCategory Average
Alpha -2.9 -- -1.38 -- -0.92 --
BETA 1.12 -- 1.18 -- 1.07 --
Mean Annual Return 0.17 -- 0.47 -- 0.55 --
R-squared 87.46 -- 89 -- 85.13 --
Standard Deviation 10.03 -- 11.95 -- 9.66 --
Sharpe Ratio -0.16 -- 0.29 -- 0.54 --
Treynor Ratio -1.94 -- 2.41 -- 4.66 --

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