LSE - Delayed Quote GBP
Barclays Glbl Mkts Balanced B Dis GBP (0P0000POT1.L)
1.6070
+0.0060
+(0.37%)
At close: January 21 at 8:00:00 PM GMT
Fund Summary
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Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 14.43% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 2.16% |
| 5y Average Return | 5.30% |
| Rank in Category (ytd) | 10 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000POT1.L | Category Average | 0P0000POT1.L | Category Average | 0P0000POT1.L | Category Average | |
| Alpha | 0.76 | -- | 0.86 | -- | -0.19 | -- |
| BETA | 1.06 | -- | 1.1 | -- | 1.1 | -- |
| Mean Annual Return | 0.29 | -- | 0.45 | -- | 0.47 | -- |
| R-squared | 93.07 | -- | 94.19 | -- | 88.84 | -- |
| Standard Deviation | 8.26 | -- | 8.88 | -- | 7.78 | -- |
| Sharpe Ratio | -0.02 | -- | 0.36 | -- | 0.56 | -- |
| Treynor Ratio | -0.52 | -- | 2.65 | -- | 3.78 | -- |