LSE - Delayed Quote GBP
Marriott IF First World Equity Acc (0P0000JM58.L)
2.6009
-0.0304
(-1.16%)
At close: January 27 at 8:00:00 PM GMT
Fund Summary
null
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.35% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 4.19% |
| 5y Average Return | 5.10% |
| Rank in Category (ytd) | 89 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.68 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000JM58.L | Category Average | 0P0000JM58.L | Category Average | 0P0000JM58.L | Category Average | |
| Alpha | -5.52 | -- | -4.1 | -- | -2.67 | -- |
| BETA | 0.68 | -- | 0.71 | -- | 0.73 | -- |
| Mean Annual Return | 0.03 | -- | 0.38 | -- | 0.42 | -- |
| R-squared | 70.01 | -- | 74.44 | -- | 74.52 | -- |
| Standard Deviation | 13.22 | -- | 14.33 | -- | 12.46 | -- |
| Sharpe Ratio | -0.3 | -- | 0.14 | -- | 0.26 | -- |
| Treynor Ratio | -7.05 | -- | 1.35 | -- | 3.47 | -- |
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