LSE - Delayed Quote GBp

SVS Brown Shipley Balanced A Acc (0P00013PGI.L)

145.92 -0.41 (-0.28%)
At close: April 18 at 9:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 15.12%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 2

Performance & Risk

YTD Return 2.28%
5y Average Return 3.12%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P00013PGI.LCategory Average0P00013PGI.LCategory Average0P00013PGI.LCategory Average
Alpha -4.92 -- -2.28 -- -- --
BETA 1.05 -- 1.04 -- -- --
Mean Annual Return 0.11 -- 0.39 -- -- --
R-squared 82.24 -- 85.3 -- -- --
Standard Deviation 9.93 -- 11.04 -- -- --
Sharpe Ratio -0.11 -- 0.28 -- -- --
Treynor Ratio -1.49 -- 2.42 -- -- --

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