Mail

UK markets open in 23 minutes

NIKKEI 225
38,460.08
+907.92(+2.42%)
HANG SENG
17,172.57
+343.64(+2.04%)
CRUDE OIL
83.49
+0.13(+0.16%)
GOLD FUTURES
2,339.00
-3.10(-0.13%)
DOW
38,503.69
+263.71(+0.69%)
Bitcoin GBP
53,543.89
+80.49(+0.15%)

What is the true cost of the UK state pension?

To get a sense of the true value of the state pension, you can look at how much you would need to save to match it yourself

Calvert Long-Term Income I (CLDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD

Add to watchlist

15.37

+0.03

(+0.20%)

At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★

Number of years up5

Number of years down3

Best 1-yr total return (22 Apr 2024)20.96%

Worst 1-yr total return (22 Apr 2024)N/A

Risk statistics

3 years

CLDIXCategory average

5 years

CLDIXCategory average

10 years

CLDIXCategory average

Alpha

-0.180

3.110

2.450

BETA

0.930.01

1.170.01

1.320.01

Mean annual return

-0.170

0.280

0.350

R-squared

99.050.84

68.210.86

69.490.86

Standard deviation

6.780.04

8.620.03

7.580.03

Sharpe ratio

-0.740.01

0.140.01

0.350.01

Treynor ratio

-5.60.07

0.780.02

1.860.03

NIKKEI 22538,460.08+907.92(+2.42%)

HANG SENG17,172.57+343.64(+2.04%)

CRUDE OIL83.49+0.13(+0.16%)

GOLD FUTURES2,339.00-3.10(-0.13%)

DOW38,503.69+263.71(+0.69%)

Bitcoin GBP53,543.89+80.49(+0.15%)

What is the true cost of the UK state pension?

Calvert Long-Term Income I (CLDIX)

Risk overview

Risk statistics

NIKKEI 225
38,460.08
+907.92(+2.42%)

HANG SENG
17,172.57
+343.64(+2.04%)

CRUDE OIL
83.49
+0.13(+0.16%)

GOLD FUTURES
2,339.00
-3.10(-0.13%)

DOW
38,503.69
+263.71(+0.69%)

Bitcoin GBP
53,543.89
+80.49(+0.15%)