LSE - Delayed Quote GBp
Equator US Equity Fund GBP Share Class C Distributing (0P0001D48D.L)
179.05
+0.11
+(0.06%)
At close: July 20 at 9:00:00 PM GMT+1
Fund Summary
null
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.69% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -5.68% |
| 5y Average Return | 13.34% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0001D48D.L | Category Average | 0P0001D48D.L | Category Average | 0P0001D48D.L | Category Average | |
| Alpha | -0.48 | -- | -0.29 | -- | -- | -- |
| BETA | 0.95 | -- | 0.97 | -- | -- | -- |
| Mean Annual Return | 1.09 | -- | 1.07 | -- | -- | -- |
| R-squared | 98.13 | -- | 97.18 | -- | -- | -- |
| Standard Deviation | 19.05 | -- | 17.5 | -- | -- | -- |
| Sharpe Ratio | -0.06 | -- | 0.1 | -- | -- | -- |
| Treynor Ratio | 11.81 | -- | 11.07 | -- | -- | -- |
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