LSE - Delayed Quote GBP

Quilter Inv Natrl Res Eq A (GBP) Acc (0P0000YLHE.L)

1.3230
+0.0110
+(0.84%)
At close: May 27 at 9:00:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 82.74%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 5

Performance & Risk

YTD Return 0.68%
5y Average Return 7.49%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P0000YLHE.LCategory Average0P0000YLHE.LCategory Average0P0000YLHE.LCategory Average
Alpha -2.33 -- -2.75 -- -2.28 --
BETA 0.98 -- 1 -- 1.13 --
Mean Annual Return -0.18 -- 0.88 -- 0.49 --
R-squared 85.37 -- 80.6 -- 86.4 --
Standard Deviation 19.72 -- 20.73 -- 23.3 --
Sharpe Ratio -0.34 -- 0.37 -- 0.17 --
Treynor Ratio -8.95 -- 5.93 -- 1.08 --

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