NasdaqCM - Delayed Quote GBp

SUTL Cazenove GBP Balanced S Inc (0P0001IQUK.L)

61.66 -0.06 (-0.10%)
At close: August 23 at 4:00 PM EDT

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 12.88%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 1

Performance & Risk

YTD Return 6.51%
5y Average Return 4.40%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.69
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0001IQUK.LCategory Average0P0001IQUK.LCategory Average0P0001IQUK.LCategory Average
Alpha -0.64 -- 0.34 -- -- --
BETA 0.69 -- 0.9 -- -- --
Mean Annual Return 0.19 -- 0.35 -- -- --
R-squared 73.26 -- 77.68 -- -- --
Standard Deviation 6.09 -- 7.89 -- -- --
Sharpe Ratio -0.11 -- 0.3 -- -- --
Treynor Ratio -1.24 -- 2.32 -- -- --

Related Tickers