Irish • EUR
UTM IE EUR Balanced Portfolio (0P00017UUK.F)
At close: July 9 at 2:00 PM GMT+1
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | -- |
| Best 1Y Total Return | 9.74% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 0.44% |
| 5y Average Return | -0.39% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating | -- |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P00017UUK.F | Category Average | 0P00017UUK.F | Category Average | 0P00017UUK.F | Category Average | |
| Alpha | -5.38 | -- | -4.64 | -- | -- | -- |
| BETA | 0.98 | -- | 1.12 | -- | -- | -- |
| Mean Annual Return | -0.16 | -- | 0.1 | -- | -- | -- |
| R-squared | 71.96 | -- | 74.83 | -- | -- | -- |
| Standard Deviation | 9.95 | -- | 11.45 | -- | -- | -- |
| Sharpe Ratio | -0.31 | -- | 0.06 | -- | -- | -- |
| Treynor Ratio | -3.6 | -- | 0 | -- | -- | -- |
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