LSE - Delayed Quote GBp
St James's Place UK Income Unit Trust (0P00014Z0M.L)
At close: July 9 at 2:00 PM GMT+1
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 15.30% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -9.55% |
| 5y Average Return | -0.42% |
| Rank in Category (ytd) | 63 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.21 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P00014Z0M.L | Category Average | 0P00014Z0M.L | Category Average | 0P00014Z0M.L | Category Average | |
| Alpha | -1.99 | -- | -2.73 | -- | -- | -- |
| BETA | 1.21 | -- | 1.17 | -- | -- | -- |
| Mean Annual Return | 0.19 | -- | 0.1 | -- | -- | -- |
| R-squared | 94.32 | -- | 91.32 | -- | -- | -- |
| Standard Deviation | 20.22 | -- | 17.36 | -- | -- | -- |
| Sharpe Ratio | 4.46 | -- | 5.02 | -- | -- | -- |
| Treynor Ratio | -0.09 | -- | -0.68 | -- | -- | -- |
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