LSE - Delayed Quote • GBp
Liontrust MA Monthly High Inc S Acc (0P00011WRL.L)
As of April 18 at 9:00 PM GMT+1. Market Open.
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.76% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 0.70% |
| 5y Average Return | 0.04% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P00011WRL.L | Category Average | 0P00011WRL.L | Category Average | 0P00011WRL.L | Category Average | |
| Alpha | -1.02 | -- | -1.82 | -- | -1.76 | -- |
| BETA | 1.06 | -- | 1.23 | -- | 1.1 | -- |
| Mean Annual Return | -0.01 | -- | 0.07 | -- | 0.19 | -- |
| R-squared | 87.32 | -- | 74.87 | -- | 70.72 | -- |
| Standard Deviation | 7.6 | -- | 8.89 | -- | 6.83 | -- |
| Sharpe Ratio | -0.33 | -- | -0.08 | -- | 0.19 | -- |
| Treynor Ratio | -2.63 | -- | -0.9 | -- | 1 | -- |
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