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Money
Best UK mortgage deals of the week
Average two-year mortgage deal is now around 6%
Fidelity Monthly Income Class S5 (0P0000UOI9.TO)
Toronto - Toronto Delayed price. Currency in CAD
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14.22
+0.03
(+0.24%)
At close: 04:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★
Number of years up
10
Number of years down
2
Best 1-yr total return (17 Jun 2024)
11.57%
Worst 1-yr total return (17 Jun 2024)
N/A
Risk statistics
3 years
0P0000UOI9.TO
Category average
5 years
0P0000UOI9.TO
Category average
10 years
0P0000UOI9.TO
Category average
Alpha
-0.6
N/A
-0.54
N/A
-0.72
N/A
BETA
0.78
N/A
0.93
N/A
0.86
N/A
Mean annual return
0.26
N/A
0.43
N/A
0.36
N/A
R-squared
92.87
N/A
91.7
N/A
87.58
N/A
Standard deviation
7.14
N/A
8.69
N/A
6.7
N/A
Sharpe ratio
0.03
N/A
0.36
N/A
0.44
N/A
Treynor ratio
-0.03
N/A
3.03
N/A
3.21
N/A
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