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Heptagon Yacktman US Equity A USD Acc (0P0000SYD5)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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321.12-0.97 (-0.30%)
At close: 04:00PM EDT

Risk overview

Morningstar risk rating★
Number of years up10
Number of years down2
Best 1-yr total return (12 Jun 2024)25.48%
Worst 1-yr total return (12 Jun 2024)N/A

Risk statistics

3 years
0P0000SYD5Category average
5 years
0P0000SYD5Category average
10 years
0P0000SYD5Category average
Alpha
-2.84N/A
-0.05N/A
0.46N/A
BETA
0.89N/A
0.85N/A
0.8N/A
Mean annual return
0.4N/A
0.95N/A
0.74N/A
R-squared
94.93N/A
92.94N/A
88.75N/A
Standard deviation
14.65N/A
15.82N/A
12.68N/A
Sharpe ratio
0.1N/A
0.58N/A
0.58N/A
Treynor ratio
0.54N/A
9.83N/A
8.52N/A