LSE - Delayed Quote GBP
WS Bentley Sterling Balanced B Acc (0P0001I16F.L)
At close: December 13 at 8:00:00 PM GMT
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 16.17% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 11.05% |
| 5y Average Return | 1.67% |
| Rank in Category (ytd) | 20 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0001I16F.L | Category Average | 0P0001I16F.L | Category Average | 0P0001I16F.L | Category Average | |
| Alpha | -2.52 | -- | -2.37 | -- | -2.44 | -- |
| BETA | 0.75 | -- | 0.75 | -- | 0.71 | -- |
| Mean Annual Return | 0.07 | -- | 0.14 | -- | 0.15 | -- |
| R-squared | 73.36 | -- | 74.51 | -- | 72.34 | -- |
| Standard Deviation | 6.65 | -- | 6.84 | -- | 5.55 | -- |
| Sharpe Ratio | -0.41 | -- | -0.07 | -- | 0.1 | -- |
| Treynor Ratio | -3.85 | -- | -0.95 | -- | 0.55 | -- |
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