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NIKKEI 225
39,631.06
+47.98
(+0.12%)
HANG SENG
17,718.61
+2.11
(+0.01%)
CRUDE OIL
82.03
+0.49
(+0.60%)
GOLD FUTURES
2,335.40
-4.20
(-0.18%)
DOW
39,118.86
-45.24
(-0.12%)
Bitcoin GBP
49,893.94
+2,000.80
(+4.18%)
Sound Mind Investing (SMIFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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9.55
-0.03
(-0.31%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
13
Number of years down
5
Best 1-yr total return (27 Jun 2024)
35.52%
Worst 1-yr total return (27 Jun 2024)
N/A
Risk statistics
3 years
SMIFX
Category average
5 years
SMIFX
Category average
10 years
SMIFX
Category average
Alpha
0.46
-0.03
2.89
-0.02
0.86
-0.01
BETA
0.74
0.02
1.08
0.02
1.19
0.02
Mean annual return
0.22
0.01
0.87
0.01
0.64
0.01
R-squared
59.49
0.95
71.04
0.94
71.92
0.92
Standard deviation
11.99
0.19
15.86
0.15
14.03
0.14
Sharpe ratio
-0.05
0.01
0.51
0.01
0.44
0.01
Treynor ratio
-1.83
0.08
6.73
0.08
4.49
0.06
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