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FTSE 100
8,034.69
+10.82(+0.13%)
FTSE 250
19,698.56
+99.17(+0.51%)
AIM
753.23
+4.05(+0.54%)
GBP/EUR
1.1612
+0.0023(+0.20%)
GBP/USD
1.2388
+0.0037(+0.30%)
Bitcoin GBP
53,406.32
+40.68(+0.08%)

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

Nuance Mid Cap Value Z (NMVZX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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12.26

+0.08

(+0.66%)

At close: 08:05AM EDT

Risk overview

Morningstar risk rating★

Number of years up4

Number of years down2

Best 1-yr total return (21 Apr 2024)31.17%

Worst 1-yr total return (21 Apr 2024)N/A

Risk statistics

3 years

NMVZXCategory average

5 years

NMVZXCategory average

10 years

NMVZXCategory average

Alpha

-5.5-0.09

-3.7-0.07

-1.38-0.06

BETA

0.650.01

0.680.01

0.710.01

Mean annual return

0.30.01

0.650.01

0.710.01

R-squared

64.460.85

72.920.82

70.860.84

Standard deviation

14.20.25

14.630.2

12.720.17

Sharpe ratio

0.050.01

0.380.01

0.550.01

Treynor ratio

-0.460.08

6.930.09

9.220.09

FTSE 1008,034.69+10.82(+0.13%)

FTSE 25019,698.56+99.17(+0.51%)

AIM753.23+4.05(+0.54%)

GBP/EUR1.1612+0.0023(+0.20%)

GBP/USD1.2388+0.0037(+0.30%)

Bitcoin GBP53,406.32+40.68(+0.08%)

What is the true cost of the UK state pension?

Nuance Mid Cap Value Z (NMVZX)

Risk overview

Risk statistics

FTSE 100
8,034.69
+10.82(+0.13%)

FTSE 250
19,698.56
+99.17(+0.51%)

AIM
753.23
+4.05(+0.54%)

GBP/EUR
1.1612
+0.0023(+0.20%)

GBP/USD
1.2388
+0.0037(+0.30%)

Bitcoin GBP
53,406.32
+40.68(+0.08%)