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LSE - Delayed Quote GBP

Scottish Widows Balanced Income Portfolio Fund (0P0001A1LE.L)

0.9982
+0.0023
+(0.23%)
As of May 6 at 9:00:00 PM GMT+1. Market Open.

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 10.25%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 2

Performance & Risk

YTD Return -0.07%
5y Average Return 3.76%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P0001A1LE.LCategory Average0P0001A1LE.LCategory Average0P0001A1LE.LCategory Average
Alpha -2 -- -0.98 -- -- --
BETA 0.82 -- 0.87 -- -- --
Mean Annual Return 0.16 -- 0.39 -- -- --
R-squared 87.9 -- 88.31 -- -- --
Standard Deviation 6.75 -- 6.66 -- -- --
Sharpe Ratio -0.32 -- 0.34 -- -- --
Treynor Ratio -2.92 -- 2.49 -- -- --

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