NasdaqGS - Delayed Quote GBp
IFSL CAF UK Equity B Acc (0P0000SRQA.L)
207.44
-0.75
(-0.36%)
At close: June 30 at 4:00:00 PM EDT
Fund Summary
null
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 25.68% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 1.03% |
| 5y Average Return | 1.81% |
| Rank in Category (ytd) | 46 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000SRQA.L | Category Average | 0P0000SRQA.L | Category Average | 0P0000SRQA.L | Category Average | |
| Alpha | 0.27 | -- | -0.52 | -- | 0.12 | -- |
| BETA | 0.91 | -- | 1 | -- | 0.95 | -- |
| Mean Annual Return | 0.83 | -- | 0.28 | -- | 0.48 | -- |
| R-squared | 85.06 | -- | 88.56 | -- | 84.33 | -- |
| Standard Deviation | 12.75 | -- | 15.38 | -- | 12.77 | -- |
| Sharpe Ratio | 0.7 | -- | 0.16 | -- | 0.4 | -- |
| Treynor Ratio | 9.46 | -- | 1.35 | -- | 4.7 | -- |
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