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Money
What is the Lifetime ISA? How the retirement income option could help you
The lifetime ISA has real benefits for groups such as the self-employed
Optimum Large Cap Growth C (OCLGX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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13.22
-0.01
(-0.08%)
As of 08:06AM EDT. Market open.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
15
Number of years down
5
Best 1-yr total return (12 May 2024)
39.78%
Worst 1-yr total return (12 May 2024)
N/A
Risk statistics
3 years
OCLGX
Category average
5 years
OCLGX
Category average
10 years
OCLGX
Category average
Alpha
-6.19
0.03
-3.56
0.04
-1.31
0.01
BETA
1.17
0.01
1.1
0.01
1.09
0.01
Mean annual return
0.35
0.02
0.98
0.02
1.05
0.01
R-squared
89.4
0.89
90.51
0.87
89.41
0.87
Standard deviation
21.83
0.2
21.36
0.16
17.59
0.15
Sharpe ratio
0.05
0.01
0.45
0.01
0.63
0.01
Treynor ratio
-1.12
0.21
7.03
0.21
9.31
0.15
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