LSE - Delayed Quote • GBp
CT US Equity Income Fund (0P00017VK9.L)
At close: September 27 at 9:00 PM GMT+1
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.85% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 10.70% |
| 5y Average Return | 11.52% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P00017VK9.L | Category Average | 0P00017VK9.L | Category Average | 0P00017VK9.L | Category Average | |
| Alpha | 1.38 | -- | 4.08 | -- | 2.96 | -- |
| BETA | 0.8 | -- | 0.81 | -- | 0.85 | -- |
| Mean Annual Return | 0.76 | -- | 1.15 | -- | 0.94 | -- |
| R-squared | 80.44 | -- | 82.79 | -- | 82.72 | -- |
| Standard Deviation | 14.17 | -- | 15.37 | -- | 13.58 | -- |
| Sharpe Ratio | 0.38 | -- | 0.74 | -- | 0.71 | -- |
| Treynor Ratio | 5.83 | -- | 13.62 | -- | 10.79 | -- |
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