LSE - Delayed Quote GBp

FP Mattioli Woods Balanced D GBP Inc (0P0001BC6D.L)

117.44 +0.35 (+0.30%)
At close: April 30 at 9:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 15.60%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 2

Performance & Risk

YTD Return 2.63%
5y Average Return 3.16%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0001BC6D.LCategory Average0P0001BC6D.LCategory Average0P0001BC6D.LCategory Average
Alpha -2.95 -- -1.59 -- -- --
BETA 0.78 -- 0.82 -- -- --
Mean Annual Return 0.19 -- 0.35 -- -- --
R-squared 70.56 -- 75.48 -- -- --
Standard Deviation 7.84 -- 9.22 -- -- --
Sharpe Ratio -0.01 -- 0.28 -- -- --
Treynor Ratio -0.53 -- 2.75 -- -- --

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