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Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund (SHLDX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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10.30
-0.02
(-0.19%)
At close: 09:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
4
Number of years down
2
Best 1-yr total return (2 Nov 2023)
13.05%
Worst 1-yr total return (2 Nov 2023)
N/A
Risk statistics
3 years
SHLDX
Category average
5 years
SHLDX
Category average
10 years
SHLDX
Category average
Alpha
-0.47
0
-1.91
-0
N/A
0
BETA
0.47
0
0.52
0
N/A
0
Mean annual return
0.37
0.01
0.3
0.01
N/A
0
R-squared
86.82
0.66
87.79
0.64
N/A
0.59
Standard deviation
8.54
0.1
9.87
0.08
N/A
0.07
Sharpe ratio
0.26
0.01
0.17
0.01
N/A
0.01
Treynor ratio
4.08
-0.35
2.36
0.18
N/A
0.1
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