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Summary
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
0P0001842L - MontLake DUNN WMA Institutional UCITS Fund USD Institutional Class B Pooled Shares
Other OTC - Other OTC Delayed Price. Currency in USD
Risk Overview
Morningstar Risk Rating
★★★
Number of Years Up
3
Number of Years Down
2
Best 1 Yr Total Return (Jun 7, 2023)
28.04%
Worst 1 Yr Total Return (Jun 7, 2023)
N/A
Risk Statistics
3 Years
0P0001842L
Category Average
5 Years
0P0001842L
Category Average
10 Years
0P0001842L
Category Average
Alpha
9.23
N/A
5.67
N/A
N/A
N/A
BETA
-0.37
N/A
-0.21
N/A
N/A
N/A
Mean Annual Return
0.69
N/A
0.51
N/A
N/A
N/A
R-squared
15.97
N/A
5.73
N/A
N/A
N/A
Standard Deviation
11.11
N/A
10.44
N/A
N/A
N/A
Sharpe Ratio
0.63
N/A
0.44
N/A
N/A
N/A
Treynor Ratio
-18.07
N/A
-20.05
N/A
N/A
N/A
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