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Heptagon Fund ICAV - Yacktman US Equity Fund (0P0001FKMV)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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174.26+1.84 (+1.07%)
At close: 04:00PM EDT

Risk overview

Morningstar risk rating★
Number of years up4
Number of years down1
Best 1-yr total return (23 Jun 2024)20.94%
Worst 1-yr total return (23 Jun 2024)N/A

Risk statistics

3 years
0P0001FKMVCategory average
5 years
0P0001FKMVCategory average
10 years
0P0001FKMVCategory average
Alpha
-1.99N/A
0.8N/A
N/AN/A
BETA
0.89N/A
0.85N/A
N/AN/A
Mean annual return
0.47N/A
1.02N/A
N/AN/A
R-squared
94.94N/A
92.94N/A
N/AN/A
Standard deviation
14.66N/A
15.83N/A
N/AN/A
Sharpe ratio
0.16N/A
0.63N/A
N/AN/A
Treynor ratio
1.54N/A
10.94N/A
N/AN/A