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New Zealand markets open in 7 hours 44 minutes
NZX 50
12,572.66
+120.97
(+0.97%)
NZD/USD
0.6226
-0.0037
(-0.60%)
ALL ORDS
8,474.30
+4.40
(+0.05%)
OIL
71.70
+1.60
(+2.28%)
GOLD
2,664.80
-4.90
(-0.18%)
Macquarie Fund Solutions - Macquarie US Large Cap Value Fund (0P0001J66X.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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3,853.61
-1.97
(-0.05%)
As of 09:00PM BST. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
2
Number of years down
2
Best 1-yr total return (Invalid Date)
35.15%
Worst 1-yr total return (Invalid Date)
N/A
Risk statistics
3 years
0P0001J66X.L
Category average
5 years
0P0001J66X.L
Category average
10 years
0P0001J66X.L
Category average
Alpha
-4.48
N/A
-5.25
N/A
-3.43
N/A
BETA
0.93
N/A
0.99
N/A
0.98
N/A
Mean annual return
0.4
N/A
0.66
N/A
0.58
N/A
R-squared
91.14
N/A
94.27
N/A
92.92
N/A
Standard deviation
15.78
N/A
18.02
N/A
15.25
N/A
Sharpe ratio
0.07
N/A
0.3
N/A
0.34
N/A
Treynor ratio
-0.03
N/A
4.09
N/A
4.25
N/A
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