YHD - Delayed Quote • EUR
Mediolanum Challenge Energy Equity Fund (IE0004460683.IR)
At close: June 28 at 6:07 PM EDT
Fund Summary
The investment objective of Challenge Energy Equity Fund is long term capital appreciation through investment on a global basis in a diversified portfolio of leading energy or sector related stocks listed or traded on Recognised Exchanges. The performance of the Sub-Fund’s portfolio of investments will be measured against the MSCI (Morgan Stanley Capital International) Global Energy Index. The Sub-Fund will be managed to perform closely in line with that Index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 47.01% |
| Worst 1Y Total Return | -35.66% |
| Number of Years Up | 10 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.86 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| IE0004460683.IR | Category Average | IE0004460683.IR | Category Average | IE0004460683.IR | Category Average | |
| Alpha | -2.39 | -0.04 | -3.62 | -0.04 | -2.35 | -0.03 |
| BETA | 0.86 | 0.01 | 0.91 | 0.01 | 0.96 | 0.01 |
| Mean Annual Return | -0.4 | -0.01 | -0.48 | -0 | 0.06 | 0 |
| R-squared | 93.18 | 0.83 | 93.28 | 0.83 | 95.81 | 0.87 |
| Standard Deviation | 17.12 | 0.22 | 18.81 | 0.2 | 21.16 | 0.25 |
| Sharpe Ratio | -0.29 | -0 | -0.31 | -0 | -0.01 | -0 |
| Treynor Ratio | -7.15 | -0.11 | -8.06 | -0.05 | -2.6 | -0.03 |
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