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LK Balanced Institutional (LKBLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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53.94-0.20 (-0.37%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★
Number of years up8
Number of years down3
Best 1-yr total return (27 May 2024)22.89%
Worst 1-yr total return (27 May 2024)N/A

Risk statistics

3 years
LKBLXCategory average
5 years
LKBLXCategory average
10 years
LKBLXCategory average
Alpha
3.36-0.02
2.4-0.02
0.7-0.01
BETA
0.940.01
1.090.01
1.10.01
Mean annual return
0.40.01
0.730.01
0.580.01
R-squared
83.910.94
84.180.93
83.250.93
Standard deviation
12.80.16
14.760.13
120.12
Sharpe ratio
0.140.01
0.440.01
0.460.01
Treynor ratio
1.020.08
5.230.08
4.490.06