LSE - Delayed Quote GBp

Newton Sst Gr and Inc for Chrts X Inc (0P000130KE.L)

181.82 +0.64 (+0.35%)
At close: October 14 at 9:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 18.66%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 2

Performance & Risk

YTD Return 8.71%
5y Average Return 6.52%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.77
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P000130KE.LCategory Average0P000130KE.LCategory Average0P000130KE.LCategory Average
Alpha -0.1 -- 0.71 -- 1.25 --
BETA 0.77 -- 0.88 -- 0.94 --
Mean Annual Return 0.39 -- 0.53 -- 0.67 --
R-squared 69.6 -- 82.68 -- 83.69 --
Standard Deviation 7.68 -- 9.2 -- 8.58 --
Sharpe Ratio 0.19 -- 0.46 -- 0.8 --
Treynor Ratio 1.58 -- 4.57 -- 7.17 --

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