OTC Markets OTCPK - Delayed Quote USD
Heptagon Yacktman US Equity X USD Acc (0P0001FKMV)
At close: January 1 at 7:00:00 PM EST
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 20.94% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -0.06% |
| 5y Average Return | 9.05% |
| Rank in Category (ytd) | 97 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.89 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0001FKMV | Category Average | 0P0001FKMV | Category Average | 0P0001FKMV | Category Average | |
| Alpha | -3.72 | -- | 0.52 | -- | -- | -- |
| BETA | 0.89 | -- | 0.86 | -- | -- | -- |
| Mean Annual Return | 0.59 | -- | 0.98 | -- | -- | -- |
| R-squared | 94.9 | -- | 92.68 | -- | -- | -- |
| Standard Deviation | 14.53 | -- | 15.87 | -- | -- | -- |
| Sharpe Ratio | 0.21 | -- | 0.58 | -- | -- | -- |
| Treynor Ratio | 2.41 | -- | 9.78 | -- | -- | -- |
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