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Optima Balanced Fund C Income (0P0001485F.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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146.60-0.90 (-0.61%)
At close: 09:00PM BST

Risk overview

Morningstar risk rating★★★
Number of years up5
Number of years down1
Best 1-yr total return (Invalid Date)11.83%
Worst 1-yr total return (Invalid Date)-5.41%

Risk statistics

3 years
0P0001485F.LCategory average
5 years
0P0001485F.LCategory average
10 years
0P0001485F.LCategory average
Alpha
-2.31-0.01
-1.44-0
N/A-0.02
BETA
1.170.01
1.130.01
N/A0.01
Mean annual return
0.410.01
0.50.01
N/A0
R-squared
90.270.49
88.160.53
N/A0.65
Standard deviation
9.410.06
7.840.06
N/A0.09
Sharpe ratio
0.470.01
0.710.01
N/A0
Treynor ratio
3.510.05
4.770.1
N/A0.04