YHD - Delayed Quote EUR

Orchard G CHF Inc (IE00B528R384.IR)

9.40 0.00 (0.00%)
At close: June 28 at 6:07 PM EDT

Fund Summary

The Fund will seek to achieve superior returns through equity investment whilst mitigating certain of the risks. The Fund will seek to achieve its objective through investing globally in equity securities that are freely transferable securities traded on Regulated Markets. The equities selected will be primarily highly capitalised, liquid, mature companies with highly developed product lines, brands and free cash flow generation. The Fund will seek to reduce volatility associated with traditional equity investment, while attempting to produce better performance over the business cycle by careful stock selection and utilising non-geared stock option writing in accordance with the requirements of the Central Bank.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 9.72%
Worst 1Y Total Return -0.58%
Number of Years Up 3
Number of Years Down 1

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
IE00B528R384.IRCategory AverageIE00B528R384.IRCategory AverageIE00B528R384.IRCategory Average
Alpha -0.48 -0.01 -1.14 -0.01 -- -0.01
BETA 0.72 0.01 0.74 0.01 -- 0.01
Mean Annual Return 0.24 0 0.26 0 -- 0
R-squared 57.82 0.69 37.65 0.74 -- 0.86
Standard Deviation 6.07 0.06 7.05 0.06 -- 0.07
Sharpe Ratio 0.53 0.01 0.46 0.01 -- 0
Treynor Ratio 4.28 0.06 4.15 0.06 -- 0.01

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