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Chelverton Global Consumer Franchise UCITS Fund (0P00014IF8.F)

124.06 -0.55 (-0.44%)
At close: August 1 at 10:00 PM GMT+2

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 21.11%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 4

Performance & Risk

YTD Return 3.96%
5y Average Return 2.25%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.67
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P00014IF8.FCategory Average0P00014IF8.FCategory Average0P00014IF8.FCategory Average
Alpha -7.28 -- -4.79 -- -- --
BETA 0.67 -- 0.74 -- -- --
Mean Annual Return -0.36 -- 0.21 -- -- --
R-squared 53.01 -- 64.52 -- -- --
Standard Deviation 14.85 -- 15.23 -- -- --
Sharpe Ratio -0.52 -- 0.02 -- -- --
Treynor Ratio -12.88 -- -1.23 -- -- --

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