LSE - Delayed Quote GBP

Handelsbanken Balanced Multi Asset Fund (0P0000Q1PJ.L)

2.1275
+0.0073
+(0.34%)
At close: January 20 at 8:00:00 PM GMT

Fund Summary

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Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 15.35%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 3

Performance & Risk

YTD Return 2.94%
5y Average Return 4.73%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0000Q1PJ.LCategory Average0P0000Q1PJ.LCategory Average0P0000Q1PJ.LCategory Average
Alpha -2.95 -- -0.98 -- -1.35 --
BETA 0.85 -- 0.87 -- 0.85 --
Mean Annual Return 0.14 -- 0.4 -- 0.41 --
R-squared 74.34 -- 80.27 -- 80.61 --
Standard Deviation 8.32 -- 9.33 -- 7.85 --
Sharpe Ratio -0.24 -- 0.28 -- 0.45 --
Treynor Ratio -2.82 -- 2.56 -- 3.94 --

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