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Poplar Forest Partners Institutional (IPFPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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53.08-0.29 (-0.54%)
At close: 08:05AM EDT

Risk overview

Morningstar risk rating★★★★★
Number of years up10
Number of years down4
Best 1-yr total return (2 Jun 2024)46.04%
Worst 1-yr total return (2 Jun 2024)N/A

Risk statistics

3 years
IPFPXCategory average
5 years
IPFPXCategory average
10 years
IPFPXCategory average
Alpha
-0.1-0.01
-2.79-0.03
-5.03-0.03
BETA
0.780.01
1.030.01
1.070.01
Mean annual return
0.650.01
0.980.01
0.730.01
R-squared
58.810.78
69.110.83
70.210.84
Standard deviation
17.820.17
22.840.19
19.480.16
Sharpe ratio
0.270
0.420
0.370.01
Treynor ratio
4.310.04
7.080.07
5.120.08