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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
New Capital US Small Cap Growth Fund (0P00019ZJP.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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23,115.00
+444.00
(+1.96%)
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
5
Number of years down
1
Best 1-yr total return (2 May 2024)
52.17%
Worst 1-yr total return (2 May 2024)
N/A
Risk statistics
3 years
0P00019ZJP.L
Category average
5 years
0P00019ZJP.L
Category average
10 years
0P00019ZJP.L
Category average
Alpha
1.06
N/A
5.01
N/A
N/A
N/A
BETA
1.01
N/A
0.93
N/A
N/A
N/A
Mean annual return
0.34
N/A
1.26
N/A
N/A
N/A
R-squared
86.53
N/A
86.41
N/A
N/A
N/A
Standard deviation
23.17
N/A
24.28
N/A
N/A
N/A
Sharpe ratio
0.05
N/A
0.54
N/A
N/A
N/A
Treynor ratio
-1.42
N/A
11.65
N/A
N/A
N/A
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