YHD - Delayed Quote • EUR
Mediolanum BB New Opportunities Collection (IE00B62NM683.IR)
At close: June 28 at 6:07 PM EDT
Fund Summary
The investment objective of New Opportunities Collection is to achieve long-term capital appreciation by investing in or taking exposures, on a global basis (including in emerging markets), to a diversified portfolio of assets which include equities, equity related securities, fixed income securities, real estate, money market instruments, commodities and currencies, as described below, listed or traded on any Recognised Exchanges worldwide.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 5.23% |
| Worst 1Y Total Return | 0.12% |
| Number of Years Up | 3 |
| Number of Years Down | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| IE00B62NM683.IR | Category Average | IE00B62NM683.IR | Category Average | IE00B62NM683.IR | Category Average | |
| Alpha | -7.96 | -0.04 | -- | -0.04 | -- | -0.04 |
| BETA | 1.01 | 0.01 | -- | 0.01 | -- | 0.01 |
| Mean Annual Return | 0 | 0 | -- | 0 | -- | 0 |
| R-squared | 76.32 | 0.6 | -- | 0.57 | -- | 0.54 |
| Standard Deviation | 7.84 | 0.08 | -- | 0.07 | -- | 0.09 |
| Sharpe Ratio | 0 | 0.01 | -- | 0.01 | -- | 0 |
| Treynor Ratio | -0.31 | 0.05 | -- | 0.05 | -- | 0.01 |
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