LSE - Delayed Quote GBP
Halifax Cautious Managed Fund (0P00019ZHY.L)
1.1690
+0.0060
+(0.52%)
At close: January 22 at 12:00:00 AM GMT
Fund Summary
null
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.14% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 1.83% |
| 5y Average Return | 0.49% |
| Rank in Category (ytd) | 88 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P00019ZHY.L | Category Average | 0P00019ZHY.L | Category Average | 0P00019ZHY.L | Category Average | |
| Alpha | -3.18 | -- | -3.95 | -- | -- | -- |
| BETA | 1.12 | -- | 1.23 | -- | -- | -- |
| Mean Annual Return | -0.05 | -- | 0.07 | -- | -- | -- |
| R-squared | 83.43 | -- | 87.46 | -- | -- | -- |
| Standard Deviation | 9.24 | -- | 10.28 | -- | -- | -- |
| Sharpe Ratio | -0.46 | -- | -0.13 | -- | -- | -- |
| Treynor Ratio | -4.17 | -- | -1.54 | -- | -- | -- |
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