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Money
The retirement income gap no-one is talking about
People are living longer than ever before and this can impact how you plan for retirement
TM Oak (0P000023X9.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
1,954.62
-23.62
(-1.19%)
As of 09:00PM BST. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
16
Number of years down
4
Best 1-yr total return (3 May 2024)
27.59%
Worst 1-yr total return (3 May 2024)
N/A
Risk statistics
3 years
0P000023X9.L
Category average
5 years
0P000023X9.L
Category average
10 years
0P000023X9.L
Category average
Alpha
-5.97
N/A
-1.56
N/A
-0.3
N/A
BETA
0.91
N/A
0.85
N/A
0.95
N/A
Mean annual return
-0.02
N/A
0.37
N/A
0.54
N/A
R-squared
56.76
N/A
60.29
N/A
67.21
N/A
Standard deviation
10.28
N/A
10.68
N/A
9.66
N/A
Sharpe ratio
-0.26
N/A
0.26
N/A
0.57
N/A
Treynor ratio
-3.51
N/A
2.7
N/A
5.51
N/A
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