LSE - Delayed Quote GBP

Quilter Inv UK Eq Lrg-Cp Inc A GBP Inc (0P0000YCQ7.L)

1.3390
-0.0010
(-0.07%)
As of January 20 at 8:00:00 PM GMT. Market Open.

Fund Summary

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Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 21.27%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return 2.90%
5y Average Return 5.55%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0000YCQ7.LCategory Average0P0000YCQ7.LCategory Average0P0000YCQ7.LCategory Average
Alpha 1.07 -- 0.58 -- 0.01 --
BETA 1.04 -- 1.04 -- 0.96 --
Mean Annual Return 0.64 -- 0.52 -- 0.54 --
R-squared 89.54 -- 93.94 -- 88.94 --
Standard Deviation 11.96 -- 15.29 -- 12.52 --
Sharpe Ratio 0.34 -- 0.26 -- 0.41 --
Treynor Ratio 3.37 -- 2.82 -- 4.6 --

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