• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up0.11% Nasdaq Up0.41%

    More On IE00B7TGZ916…

    Quotes

    Charts

    News & Info

    • Headlines
    • Message Boards

    Fund


    Smith & Williamson MediumDated Corp Bd B (IE00B7TGZ916.IR)

    101.00 Up 1.00(1.00%) Jun 29

    Risk as of Apr 29, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:2
    Number of Years Up2
    Number of Years Down1
    Best 1 Yr Total Return(Dec 30, 2014):9.58%
    Worst 1 Yr Total Return(Dec 30, 2013):-3.30%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticIE00B7TGZ916.IRCategory
    Alpha (against Standard Index)-0.90-0.08
    Beta (against Standard Index)0.750.79
    Mean Annual Return0.220.37
    R-squared (against Standard Index)88.8787.16
    Standard Deviation5.095.24
    Sharpe Ratio0.430.76
    Treynor Ratio2.765.21
    5 Years
    StatisticIE00B7TGZ916.IRCategory
    Alpha (against Standard Index)N/A0.48
    Beta (against Standard Index)N/A0.77
    Mean Annual ReturnN/A0.52
    R-squared (against Standard Index)N/A82.14
    Standard DeviationN/A5.21
    Sharpe RatioN/A1.10
    Treynor RatioN/A7.61
    10 Years
    StatisticIE00B7TGZ916.IRCategory
    Alpha (against Standard Index)N/A0.46
    Beta (against Standard Index)N/A0.81
    Mean Annual ReturnN/A0.45
    R-squared (against Standard Index)N/A78.90
    Standard DeviationN/A6.36
    Sharpe RatioN/A0.56
    Treynor RatioN/A4.47