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Summit GI Small Cap Low Volatility A (LVSMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.31+0.01 (+0.05%)
As of 09:00PM EDT. Market open.

Risk overview

Morningstar risk rating★
Number of years up3
Number of years down3
Best 1-yr total return (27 Dec 2023)20.36%
Worst 1-yr total return (27 Dec 2023)N/A

Risk statistics

3 years
LVSMXCategory average
5 years
LVSMXCategory average
10 years
LVSMXCategory average
Alpha
-3.9-0.09
-9.9-0.06
N/A-0.06
BETA
0.740.01
0.830.01
N/A0.01
Mean annual return
0.390.01
0.140.01
N/A0.01
R-squared
77.270.83
75.940.77
N/A0.78
Standard deviation
14.640.26
18.070.21
N/A0.19
Sharpe ratio
0.160
-0.010.01
N/A0.01
Treynor ratio
1.880.08
-2.320.1
N/A0.09