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LSE - Delayed Quote GBP
NFU Mutual Cautious Portfolio I (0P0000K99G.L)
1.8190
+0.0002
+(0.01%)
As of February 18 at 8:00:00 PM GMT. Market Open.
Fund Summary
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Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 15.13% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 3.14% |
| 5y Average Return | 3.95% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000K99G.L | Category Average | 0P0000K99G.L | Category Average | 0P0000K99G.L | Category Average | |
| Alpha | -0.14 | -- | -0.82 | -- | -0.82 | -- |
| BETA | 1.14 | -- | 1.2 | -- | 1.14 | -- |
| Mean Annual Return | 0.37 | -- | 0.38 | -- | 0.44 | -- |
| R-squared | 95.51 | -- | 94.7 | -- | 90.67 | -- |
| Standard Deviation | 8.7 | -- | 9.74 | -- | 7.98 | -- |
| Sharpe Ratio | 0.08 | -- | 0.23 | -- | 0.48 | -- |
| Treynor Ratio | 0.28 | -- | 1.54 | -- | 3.2 | -- |
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