LSE - Delayed Quote GBp

Halifax Cautious Managed F (0P000024RQ.L)

42.31 -0.02 (-0.05%)
At close: April 25 at 9:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 19.75%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 6

Performance & Risk

YTD Return 0.81%
5y Average Return 0.35%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P000024RQ.LCategory Average0P000024RQ.LCategory Average0P000024RQ.LCategory Average
Alpha -3.78 -- -4.12 -- -3.48 --
BETA 1.13 -- 1.25 -- 1.18 --
Mean Annual Return 0 -- 0.11 -- 0.25 --
R-squared 85.04 -- 88.9 -- 85.01 --
Standard Deviation 9.23 -- 10.39 -- 8.52 --
Sharpe Ratio -0.27 -- -0.02 -- 0.23 --
Treynor Ratio -2.55 -- -0.61 -- 1.37 --

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