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LSE - Delayed Quote GBP

VT AJ Bell Cautious Fund (0P00019YY5.L)

1.2093
+0.0017
+(0.14%)
At close: May 2 at 9:00:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 10.28%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 2

Performance & Risk

YTD Return -0.24%
5y Average Return 2.70%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.64
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P00019YY5.LCategory Average0P00019YY5.LCategory Average0P00019YY5.LCategory Average
Alpha -1.33 -- 0.16 -- -- --
BETA 0.64 -- 0.73 -- -- --
Mean Annual Return 0.12 -- 0.27 -- -- --
R-squared 81.52 -- 77.5 -- -- --
Standard Deviation 4.82 -- 4.96 -- -- --
Sharpe Ratio -0.53 -- 0.15 -- -- --
Treynor Ratio -4.23 -- 0.92 -- -- --

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