YHD - Delayed Quote EUR

Plan Finecopensión Renta Fija EPSV (PLANFINECOPE.BC)

15.65 -0.01 (-0.06%)
At close: June 28 at 6:07 PM EDT

Fund Summary

Es un plan con un horizonte de iinversion de largo plazo que esta compuesto de una combinación de bonos emitidos por la comunidad autónoma basca y el estado español con vencimiento en torno a 2019.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 15.88%
Worst 1Y Total Return -6.43%
Number of Years Up 9
Number of Years Down 1

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
PLANFINECOPE.BCCategory AveragePLANFINECOPE.BCCategory AveragePLANFINECOPE.BCCategory Average
Alpha 2.72 0 0.37 0.01 -0.13 -0.01
BETA 0.74 0 1.16 0.01 0.86 0.01
Mean Annual Return 0.51 0 0.61 0 0.36 0
R-squared 61.54 0.56 32.23 0.4 23.49 0.47
Standard Deviation 3.29 0.02 7.47 0.03 6.21 0.03
Sharpe Ratio 1.84 0.01 0.94 0.01 0.46 0
Treynor Ratio 8.28 0.04 6.03 0.07 3.22 0.03

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