Unlock stock picks and a broker-level newsfeed that powers Wall Street.

LSE - Delayed Quote GBP

Overstone Global All Cap Value B Inc (0P0000UR89.L)

2.1570
+0.0070
+(0.33%)
At close: May 1 at 9:00:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 31.55%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 3

Performance & Risk

YTD Return 5.49%
5y Average Return 10.81%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P0000UR89.LCategory Average0P0000UR89.LCategory Average0P0000UR89.LCategory Average
Alpha 0.11 -- -4.14 -- -1.7 --
BETA 1.16 -- 1.26 -- 1.19 --
Mean Annual Return 0.68 -- 1.14 -- 0.62 --
R-squared 83.09 -- 84.24 -- 85.91 --
Standard Deviation 18.78 -- 20.26 -- 18.5 --
Sharpe Ratio 0.2 -- 0.54 -- 0.3 --
Treynor Ratio 1.74 -- 7.6 -- 3.32 --

Related Tickers