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Blue Whale Investment Funds ICAV - Blue Whale Growth Fund (0P0001IVQC)

12.77 -0.18 (-1.36%)
At close: April 25 at 4:00 PM EDT

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 36.92%
Worst 1Y Total Return --
Number of Years Up 2
Number of Years Down 1

Performance & Risk

YTD Return 11.49%
5y Average Return 0.00%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0001IVQCCategory Average0P0001IVQCCategory Average0P0001IVQCCategory Average
Alpha 2.44 -- -- -- -- --
BETA 1.16 -- -- -- -- --
Mean Annual Return 0.87 -- -- -- -- --
R-squared 87.41 -- -- -- -- --
Standard Deviation 23.74 -- -- -- -- --
Sharpe Ratio 0.32 -- -- -- -- --
Treynor Ratio 4.32 -- -- -- -- --

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