YHD - Delayed Quote • EUR
Mediolanum Ch Financial Equity L A (IE0004488262.IR)
At close: June 28 at 6:07 PM EDT
Fund Summary
The investment objective of Challenge Financial Equity Fund is long term capital appreciation through investment on a global basis in a diversified portfolio of leading financial or sector related stocks listed or traded on Recognised Exchanges. The performance of the Sub-Fund’s portfolio of investments will be measured against the MSCI (Morgan Stanley Capital International) Global Financials Index. The Sub-Fund will be managed to perform closely in line with that Index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.34% |
| Worst 1Y Total Return | -49.11% |
| Number of Years Up | 10 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| IE0004488262.IR | Category Average | IE0004488262.IR | Category Average | IE0004488262.IR | Category Average | |
| Alpha | -4.21 | -0.03 | -4.21 | -0.02 | -3.09 | -0 |
| BETA | 0.98 | 0.01 | 1 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | -0.05 | 0 | 0.08 | 0.01 | -0.19 | 0 |
| R-squared | 99.47 | 0.72 | 98.98 | 0.74 | 99.28 | 0.82 |
| Standard Deviation | 13.51 | 0.17 | 17.23 | 0.18 | 22.49 | 0.25 |
| Sharpe Ratio | -0.05 | 0 | 0.05 | 0.01 | -0.14 | 0 |
| Treynor Ratio | -1.62 | 0.02 | -0.62 | 0.08 | -5.93 | -0.02 |
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