Other OTC - Delayed Quote USD

Heptagon WCM Global Equity C USD Acc (0P0001A4EG)

235.94 -0.84 (-0.36%)
At close: April 25 at 4:00 PM EDT

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 41.82%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 2

Performance & Risk

YTD Return 9.44%
5y Average Return 11.76%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0001A4EGCategory Average0P0001A4EGCategory Average0P0001A4EGCategory Average
Alpha -0.31 -- 1.58 -- -- --
BETA 0.97 -- 0.96 -- -- --
Mean Annual Return 0.58 -- 1.17 -- -- --
R-squared 92.66 -- 91.77 -- -- --
Standard Deviation 19.34 -- 18.67 -- -- --
Sharpe Ratio 0.21 -- 0.64 -- -- --
Treynor Ratio 2.29 -- 11.44 -- -- --

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