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15.92
+0.02
(+0.13%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk Overview
Morningstar Risk Rating
★★★★
Number of Years Up
6
Number of Years Down
2
Best 1 Yr Total Return (May 5, 2024)
14.54%
Worst 1 Yr Total Return (May 5, 2024)
N/A
Risk Statistics
3 Years
SIUPX
Category Average
5 Years
SIUPX
Category Average
10 Years
SIUPX
Category Average
Alpha
-0.1
0
0.67
0
0.76
0
BETA
1.04
0.01
1.06
0.01
0.98
0.01
Mean Annual Return
-0.31
0
0.05
0
0.17
0
R-squared
95.06
0.84
92.52
0.86
88.64
0.86
Standard Deviation
7.88
0.04
6.83
0.03
5.03
0.03
Sharpe Ratio
-0.87
0.01
-0.23
0.01
0.11
0.01
Treynor Ratio
-6.77
0.07
-1.75
0.02
0.45
0.03
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