Unlock stock picks and a broker-level newsfeed that powers Wall Street.

LSE - Delayed Quote GBP

New Capital US Small Cap Growth Fund (0P00019ZJP.L)

207.45
-0.05
(-0.02%)
At close: April 30 at 9:00:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 52.17%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 1

Performance & Risk

YTD Return -18.90%
5y Average Return 10.71%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P00019ZJP.LCategory Average0P00019ZJP.LCategory Average0P00019ZJP.LCategory Average
Alpha 2.91 -- 0.61 -- -- --
BETA 1 -- 1.04 -- -- --
Mean Annual Return 0.58 -- 1.43 -- -- --
R-squared 88.46 -- 88.51 -- -- --
Standard Deviation 24.27 -- 24.36 -- -- --
Sharpe Ratio 0.1 -- 0.59 -- -- --
Treynor Ratio -0.44 -- 11.9 -- -- --

Related Tickers