Frankfurt - Delayed Quote EUR

Generali Equilibre I (0P0000FUIX.F)

5,256.70 -26.79 (-0.51%)
As of September 3 at 10:00 PM GMT+2. Market Open.

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 15.82%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 3

Performance & Risk

YTD Return 7.23%
5y Average Return 6.06%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0000FUIX.FCategory Average0P0000FUIX.FCategory Average0P0000FUIX.FCategory Average
Alpha 1.74 -- 0.97 -- -0.66 --
BETA 0.83 -- 1.04 -- 1.1 --
Mean Annual Return 0.38 -- 0.52 -- 0.44 --
R-squared 83.16 -- 86.52 -- 85.57 --
Standard Deviation 7.92 -- 9.76 -- 8.93 --
Sharpe Ratio 0.37 -- 0.56 -- 0.57 --
Treynor Ratio 3.15 -- 4.94 -- 4.33 --

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