Swiss - Delayed Quote USD

Yuanta Global Equity Income USD B (0P00016C21)

9.30 +0.24 (+2.60%)
At close: July 31 at 10:00 PM GMT+2

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 22.77%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return 14.68%
5y Average Return 6.95%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P00016C21Category Average0P00016C21Category Average0P00016C21Category Average
Alpha 2.61 -- 0.7 -- -- --
BETA 0.83 -- 0.84 -- -- --
Mean Annual Return 0.7 -- 0.7 -- -- --
R-squared 73.68 -- 81.53 -- -- --
Standard Deviation 14.49 -- 15.93 -- -- --
Sharpe Ratio 0.35 -- 0.39 -- -- --
Treynor Ratio 5.06 -- 6.06 -- -- --

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