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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

S&W Bay Fund (0P00002AY5.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)

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3,356.00

-45.00

(-1.32%)

At close: 09:00PM BST

Risk overview

Morningstar risk rating★★★★★

Number of years up17

Number of years down6

Best 1-yr total return (17 Apr 2024)24.53%

Worst 1-yr total return (17 Apr 2024)N/A

Risk statistics

3 years

0P00002AY5.LCategory average

5 years

0P00002AY5.LCategory average

10 years

0P00002AY5.LCategory average

Alpha

N/AN/A

BETA

N/AN/A

Mean annual return

0.76N/A

1.01N/A

0.73N/A

R-squared

N/AN/A

Standard deviation

18.44N/A

18.03N/A

15.06N/A

Sharpe ratio

0.34N/A

0.55N/A

0.49N/A

Treynor ratio

N/AN/A

NIKKEI 22537,633.47-826.61(-2.15%)

HANG SENG17,239.88+38.61(+0.22%)

CRUDE OIL82.93+0.12(+0.14%)

GOLD FUTURES2,328.90-9.50(-0.41%)

DOW38,460.92-42.77(-0.11%)

Bitcoin GBP51,487.27-2,016.45(-3.77%)

The five essential pieces of financial paperwork you must never lose

S&W Bay Fund (0P00002AY5.L)

Risk overview

Risk statistics

NIKKEI 225
37,633.47
-826.61(-2.15%)

HANG SENG
17,239.88
+38.61(+0.22%)

CRUDE OIL
82.93
+0.12(+0.14%)

GOLD FUTURES
2,328.90
-9.50(-0.41%)

DOW
38,460.92
-42.77(-0.11%)

Bitcoin GBP
51,487.27
-2,016.45(-3.77%)