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S&P Futures
4,012.50
+5.25(+0.13%)
Dow Futures
32,684.00
+53.00(+0.16%)
Nasdaq Futures
12,800.50
+12.00(+0.09%)
Russell 2000 Futures
1,771.90
+4.60(+0.26%)
Crude Oil
72.79
-0.02(-0.03%)
Gold
1,958.70
+4.90(+0.25%)

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Schroder Balanced Investment Fund C Accumulation USD (0P00002C2E)

Other OTC - Other OTC Delayed Price. Currency in USD

8.76

-0.06

(-0.68%)

At close: 04:00PM EDT

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Risk Overview

Morningstar Risk Rating★★★★

Number of Years Up17

Number of Years Down8

Best 1 Yr Total Return (Mar 22, 2023)34.21%

Worst 1 Yr Total Return (Mar 22, 2023)N/A

Risk Statistics

3 Years

0P00002C2ECategory Average

5 Years

0P00002C2ECategory Average

10 Years

0P00002C2ECategory Average

Alpha

0.88N/A

-1.35N/A

-0.9N/A

BETA

1.13N/A

1.18N/A

1.23N/A

Mean Annual Return

0.4N/A

0.22N/A

0.41N/A

R-squared

83.01N/A

83.92N/A

84.4N/A

Standard Deviation

14.34N/A

12.72N/A

10.58N/A

Sharpe Ratio

0.26N/A

0.09N/A

0.38N/A

Treynor Ratio

2.52N/A

0.33N/A

2.88N/A

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S&P Futures4,012.50+5.25(+0.13%)

Dow Futures32,684.00+53.00(+0.16%)

Nasdaq Futures12,800.50+12.00(+0.09%)

Russell 2000 Futures1,771.90+4.60(+0.26%)

Crude Oil72.79-0.02(-0.03%)

Gold1,958.70+4.90(+0.25%)

Schroder Balanced Investment Fund C Accumulation USD (0P00002C2E)

Risk Overview

Risk Statistics

S&P Futures
4,012.50
+5.25(+0.13%)

Dow Futures
32,684.00
+53.00(+0.16%)

Nasdaq Futures
12,800.50
+12.00(+0.09%)

Russell 2000 Futures
1,771.90
+4.60(+0.26%)

Crude Oil
72.79
-0.02(-0.03%)

Gold
1,958.70
+4.90(+0.25%)