LSE - Delayed Quote GBp

Quilter Investors Investment Grade Corporate Bond Fund (0P00011WJS.L)

125.70 -0.50 (-0.40%)
At close: April 24 at 9:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 10.28%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 3

Performance & Risk

YTD Return -1.72%
5y Average Return 0.90%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P00011WJS.LCategory Average0P00011WJS.LCategory Average0P00011WJS.LCategory Average
Alpha 2.06 -- 1.42 -- 0.52 --
BETA 0.83 -- 0.76 -- 0.68 --
Mean Annual Return -0.05 -- 0.14 -- 0.23 --
R-squared 93.55 -- 91.89 -- 87.47 --
Standard Deviation 9.47 -- 8.05 -- 6.17 --
Sharpe Ratio -0.31 -- 0.02 -- 0.29 --
Treynor Ratio -4.09 -- -0.24 -- 2.44 --

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