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Schroder Managed Balanced Fund Z Income GBP (0P0000ZSYI.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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75.38-0.12 (-0.16%)
As of 09:00PM BST. Market open.

Risk overview

Morningstar risk rating★★★
Number of years up7
Number of years down3
Best 1-yr total return (27 Jun 2024)16.89%
Worst 1-yr total return (27 Jun 2024)N/A

Risk statistics

3 years
0P0000ZSYI.LCategory average
5 years
0P0000ZSYI.LCategory average
10 years
0P0000ZSYI.LCategory average
Alpha
-3.2N/A
-1.06N/A
-1.52N/A
BETA
0.89N/A
1.05N/A
1.04N/A
Mean annual return
0.15N/A
0.49N/A
0.48N/A
R-squared
82.9N/A
86.57N/A
87.02N/A
Standard deviation
8.32N/A
10.99N/A
9.38N/A
Sharpe ratio
-0.1N/A
0.38N/A
0.5N/A
Treynor ratio
-1.34N/A
3.54N/A
4.14N/A