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Investment Managers Series Trust - Bernzott U.S. Small Cap Value Fund (BSCVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.36+0.01 (+0.09%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up8
Number of years down3
Best 1-yr total return (31 Mar 2024)27.31%
Worst 1-yr total return (31 Mar 2024)N/A

Risk statistics

3 years
BSCVXCategory average
5 years
BSCVXCategory average
10 years
BSCVXCategory average
Alpha
-13.42-0.09
-10.05-0.06
-5.94-0.06
BETA
1.060.01
1.180.01
1.160.01
Mean annual return
0.010.01
0.660.01
0.760.01
R-squared
77.450.83
80.220.77
79.550.78
Standard deviation
21.360.26
24.190.21
19.660.19
Sharpe ratio
-0.130
0.240.01
0.390.01
Treynor ratio
-4.640.08
2.480.1
5.10.09