OTC Markets OTCPK - Delayed Quote USD

Sundaram India Midcap Institutional (0P000162E4)

2.1380
+0.0140
+(0.66%)
At close: May 14 at 4:00:00 PM EDT

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 45.35%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 3

Performance & Risk

YTD Return -9.56%
5y Average Return 23.92%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P000162E4Category Average0P000162E4Category Average0P000162E4Category Average
Alpha 4.41 -- 4.9 -- 0.86 --
BETA 0.99 -- 0.91 -- 1 --
Mean Annual Return 1.21 -- 1.82 -- 1 --
R-squared 81.69 -- 74.55 -- 80.79 --
Standard Deviation 18.28 -- 17.5 -- 21.36 --
Sharpe Ratio 0.54 -- 1.08 -- 0.47 --
Treynor Ratio 9.08 -- 21.51 -- 7.98 --

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