LSE - Delayed Quote GBP
Quilter Inv Glbl Eq Val A (GBP) Inc (0P0000YKZQ.L)
1.7410
+0.0050
+(0.29%)
As of January 22 at 8:00:00 PM GMT. Market Open.
Fund Summary
null
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.31% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 3.96% |
| 5y Average Return | 4.80% |
| Rank in Category (ytd) | 93 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.86 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000YKZQ.L | Category Average | 0P0000YKZQ.L | Category Average | 0P0000YKZQ.L | Category Average | |
| Alpha | -5.46 | -- | -3.82 | -- | -0.53 | -- |
| BETA | 0.86 | -- | 0.85 | -- | 0.82 | -- |
| Mean Annual Return | 0.09 | -- | 0.38 | -- | 0.56 | -- |
| R-squared | 87.56 | -- | 88.93 | -- | 85.01 | -- |
| Standard Deviation | 13.89 | -- | 16.13 | -- | 13.53 | -- |
| Sharpe Ratio | -0.22 | -- | 0.12 | -- | 0.36 | -- |
| Treynor Ratio | -4.77 | -- | 0.82 | -- | 4.99 | -- |
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