LSE - Delayed Quote GBp

VT Sinfonia Income and Growth D Inc (0P0000J17U.L)

151.18 +0.28 (+0.18%)
At close: October 16 at 9:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 14.91%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 4

Performance & Risk

YTD Return 7.04%
5y Average Return 2.54%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0000J17U.LCategory Average0P0000J17U.LCategory Average0P0000J17U.LCategory Average
Alpha -3.16 -- -3.21 -- -2.78 --
BETA 0.75 -- 0.91 -- 0.93 --
Mean Annual Return 0.13 -- 0.21 -- 0.33 --
R-squared 78.77 -- 85.81 -- 85.26 --
Standard Deviation 7.05 -- 9.44 -- 8.41 --
Sharpe Ratio -0.24 -- 0.06 -- 0.33 --
Treynor Ratio -2.55 -- 0.08 -- 2.64 --

Related Tickers