LSE - Delayed Quote GBP

Fundsmith Equity R Acc (0P0000RU7Y.L)

6.29
-0.01
(-0.20%)
At close: May 9 at 9:00:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 27.53%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 1

Performance & Risk

YTD Return -4.58%
5y Average Return 7.25%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P0000RU7Y.LCategory Average0P0000RU7Y.LCategory Average0P0000RU7Y.LCategory Average
Alpha -4.5 -- -2.11 -- 1.47 --
BETA 0.76 -- 0.8 -- 0.84 --
Mean Annual Return 0.49 -- 0.73 -- 0.88 --
R-squared 75.09 -- 78.64 -- 81.27 --
Standard Deviation 15.18 -- 15.48 -- 14.68 --
Sharpe Ratio 0.08 -- 0.38 -- 0.58 --
Treynor Ratio 0.11 -- 6.22 -- 9.4 --

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