LSE - Delayed Quote GBP
WS Blue Whale Growth R Sterling Acc (0P0001BG6K.L)
2.4888
+0.0098
+(0.40%)
As of May 27 at 9:00:00 PM GMT+1. Market Open.
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.35% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -1.78% |
| 5y Average Return | 10.02% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0001BG6K.L | Category Average | 0P0001BG6K.L | Category Average | 0P0001BG6K.L | Category Average | |
| Alpha | 2.67 | -- | -1.21 | -- | -- | -- |
| BETA | 1.05 | -- | 1.11 | -- | -- | -- |
| Mean Annual Return | 1.26 | -- | 1.07 | -- | -- | -- |
| R-squared | 77.97 | -- | 82.97 | -- | -- | -- |
| Standard Deviation | 20.36 | -- | 21.06 | -- | -- | -- |
| Sharpe Ratio | 0.52 | -- | 0.47 | -- | -- | -- |
| Treynor Ratio | 8.78 | -- | 7.42 | -- | -- | -- |
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