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

LSE - Delayed Quote GBP

Stewart Inv Wldwd AllCap B GBP Acc (0P0000X255.L)

2.9198
+0.0309
+(1.07%)
At close: May 2 at 9:00:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 27.55%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 1

Performance & Risk

YTD Return -4.17%
5y Average Return 5.09%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P0000X255.LCategory Average0P0000X255.LCategory Average0P0000X255.LCategory Average
Alpha -7.29 -- -5.08 -- -2.49 --
BETA 0.93 -- 0.9 -- 0.86 --
Mean Annual Return 0 -- 0.7 -- 0.56 --
R-squared 78.99 -- 75.4 -- 77.06 --
Standard Deviation 19.3 -- 18.54 -- 15.35 --
Sharpe Ratio -0.24 -- 0.3 -- 0.31 --
Treynor Ratio -6.93 -- 4.56 -- 4.26 --

Related Tickers