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Heptagon Fund ICAV - Yacktman US Equity Fund (0P000123I5)

Other OTC - Other OTC Delayed price. Currency in USD
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242.05+0.31 (+0.13%)
At close: 04:00PM EDT

Risk overview

Morningstar risk rating★
Number of years up8
Number of years down2
Best 1-yr total return (15 May 2024)19.92%
Worst 1-yr total return (15 May 2024)N/A

Risk statistics

3 years
0P000123I5Category average
5 years
0P000123I5Category average
10 years
0P000123I5Category average
Alpha
-2.58N/A
0.78N/A
0.7N/A
BETA
0.89N/A
0.84N/A
0.8N/A
Mean annual return
0.39N/A
0.87N/A
0.75N/A
R-squared
95.22N/A
92.93N/A
88.86N/A
Standard deviation
14.65N/A
15.96N/A
12.69N/A
Sharpe ratio
0.11N/A
0.51N/A
0.59N/A
Treynor ratio
0.62N/A
8.7N/A
8.69N/A