OTC Markets OTCPK - Delayed Quote USD

Fisher Invts Instl Glb Sm Cp Eq ESG $Acc (0P0001MSJK)

94.49 +1.64 (+1.77%)
At close: August 15 at 4:00 PM EDT

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 19.80%
Worst 1Y Total Return --
Number of Years Up 1
Number of Years Down 1

Performance & Risk

YTD Return 5.16%
5y Average Return 0.00%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.27
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0001MSJKCategory Average0P0001MSJKCategory Average0P0001MSJKCategory Average
Alpha -1.62 -- -- -- -- --
BETA 1.27 -- -- -- -- --
Mean Annual Return 0.16 -- -- -- -- --
R-squared 93.2 -- -- -- -- --
Standard Deviation 23.96 -- -- -- -- --
Sharpe Ratio -0.07 -- -- -- -- --
Treynor Ratio -3.52 -- -- -- -- --

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