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Liontrust UK Equity B Inc (0P0000Z2XX.L)

6.43
+0.02
+(0.37%)
At close: January 22 at 8:00:00 PM GMT

Fund Summary

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Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 22.19%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return 2.20%
5y Average Return 5.54%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0000Z2XX.LCategory Average0P0000Z2XX.LCategory Average0P0000Z2XX.LCategory Average
Alpha -1.31 -- 0.44 -- -0.04 --
BETA 1.02 -- 1.04 -- 0.99 --
Mean Annual Return 0.44 -- 0.51 -- 0.54 --
R-squared 78.89 -- 89 -- 84.14 --
Standard Deviation 12.49 -- 15.68 -- 13.19 --
Sharpe Ratio 0.13 -- 0.25 -- 0.39 --
Treynor Ratio 0.85 -- 2.61 -- 4.49 --

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