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LSE - Delayed Quote GBP

VT AJ Bell Moderately Cautious Fund (0P00019YY9.L)

1.3299
+0.0021
+(0.16%)
At close: May 2 at 9:00:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 13.19%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 2

Performance & Risk

YTD Return -0.51%
5y Average Return 4.42%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.71
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P00019YY9.LCategory Average0P00019YY9.LCategory Average0P00019YY9.LCategory Average
Alpha -1.36 -- -0.1 -- -- --
BETA 0.71 -- 0.78 -- -- --
Mean Annual Return 0.21 -- 0.44 -- -- --
R-squared 86.73 -- 84.13 -- -- --
Standard Deviation 5.81 -- 6.1 -- -- --
Sharpe Ratio -0.26 -- 0.46 -- -- --
Treynor Ratio -2.38 -- 3.56 -- -- --

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