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OTC Markets OTCPK - Delayed Quote USD

Heptagon Future Trends Equity Y USD Acc (0P0001J60R)

122.92
+1.01
+(0.83%)
At close: May 1 at 4:00:00 PM EDT

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 12.29%
Worst 1Y Total Return --
Number of Years Up 3
Number of Years Down 1

Performance & Risk

YTD Return -4.05%
5y Average Return 6.39%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P0001J60RCategory Average0P0001J60RCategory Average0P0001J60RCategory Average
Alpha -6.55 -- -5.94 -- -- --
BETA 1.09 -- 1.08 -- -- --
Mean Annual Return 0.1 -- 0.81 -- -- --
R-squared 85.85 -- 85.95 -- -- --
Standard Deviation 21.62 -- 20.81 -- -- --
Sharpe Ratio -0.16 -- 0.33 -- -- --
Treynor Ratio -5.23 -- 4.66 -- -- --

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