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LSE - Delayed Quote GBP

VT AJ Bell Balanced Fund (0P00019YY3.L)

1.4992
+0.0056
+(0.37%)
At close: May 2 at 9:00:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 16.59%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 2

Performance & Risk

YTD Return -0.80%
5y Average Return 6.78%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.70
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P00019YY3.LCategory Average0P00019YY3.LCategory Average0P00019YY3.LCategory Average
Alpha -1.23 -- 0.05 -- -- --
BETA 0.7 -- 0.77 -- -- --
Mean Annual Return 0.32 -- 0.63 -- -- --
R-squared 83.08 -- 82.98 -- -- --
Standard Deviation 6.6 -- 7.2 -- -- --
Sharpe Ratio -0.03 -- 0.71 -- -- --
Treynor Ratio -0.6 -- 6.66 -- -- --

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