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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

North Star Dividend I (NSDVX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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21.94

+0.21

(+0.97%)

As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★

Number of years up7

Number of years down3

Best 1-yr total return (22 Apr 2024)23.62%

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

Risk statistics

3 years

NSDVXCategory average

5 years

NSDVXCategory average

10 years

NSDVXCategory average

Alpha

-6.64-0.12

-4.38-0.08

-3.43-0.07

BETA

0.70.01

0.810.01

0.750.01

Mean annual return

0.250.01

0.740.01

0.580.01

R-squared

61.760.78

66.350.72

57.570.73

Standard deviation

15.670.28

18.280.23

150.2

Sharpe ratio

0.370.01

Treynor ratio

-1.710.06

6.460.09

6.070.08

NIKKEI 22538,460.08+907.92(+2.42%)

HANG SENG17,201.27+372.34(+2.21%)

CRUDE OIL82.86-0.50(-0.60%)

GOLD FUTURES2,334.20-7.90(-0.34%)

DOW38,455.55-48.14(-0.13%)

Bitcoin GBP51,985.46-1,605.76(-3.00%)

The five essential pieces of financial paperwork you must never lose

North Star Dividend I (NSDVX)

Risk overview

Risk statistics

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

HANG SENG
17,201.27
+372.34(+2.21%)

CRUDE OIL
82.86
-0.50(-0.60%)

GOLD FUTURES
2,334.20
-7.90(-0.34%)

DOW
38,455.55
-48.14(-0.13%)

Bitcoin GBP
51,985.46
-1,605.76(-3.00%)