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LSE - Delayed Quote GBP

Quilter Investors Investment Grade Corporate Bond Fund (0P0000YJRN.L)

0.9763
-0.0007
(-0.07%)
At close: May 2 at 9:00:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 9.70%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return 1.09%
5y Average Return 0.32%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P0000YJRN.LCategory Average0P0000YJRN.LCategory Average0P0000YJRN.LCategory Average
Alpha 1.14 -- 0.72 -- 0.08 --
BETA 0.86 -- 0.78 -- 0.7 --
Mean Annual Return 0.07 -- 0.1 -- 0.14 --
R-squared 95.01 -- 91.87 -- 88.59 --
Standard Deviation 9.49 -- 7.83 -- 6.15 --
Sharpe Ratio -0.34 -- -0.16 -- 0.04 --
Treynor Ratio -4.27 -- -1.97 -- 0.1 --

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