Duplicate

Balanced 200 Qualifying

This screen uses the following criteria:

  • Risk Rating in (Balanced)
  • Mkt Cap £m > 10
  • Economic Sector not in (Financials)
  • Is Primary Listing == 1

Results are sorted by:

  • 1y Volatility % in descending order


And limited to the first 200 Results


Can these rules be improved? Submit a suggestion »
Want to make your own version? Create a Duplicate

Performance Tracking


Returns FTSE 100
1 week 1.9% 0.2% 2.0% 0.8% 1.2% 1.4% 0.8% 0.3%
1 month 3.1% -0.3% 6.2% 3.3% 2.4% 4.3% 4.3% 1.9%
3 months 2.1% -2.0% 2.4% 5.8% 2.5% 5.8% 9.0% 7.1%
6 months -2.2% 3.9% -2.7% -1.6% -2.4% 11.7% 7.8% 5.8%
1 year -8.6% 2.8% -3.4% -6.9% -9.9% -9.6% 7.6% 1.8%
2 years -6.6% 23.3% 8.5% -2.1% -1.3% 6.1% 23.7% 4.9%
Annualised 5.7% 12.1% 6.4% 4.4% 8.5% 13.0% 8.9%
 
Risks
Max Drawdown -19.9% -6.9% -14.7% -23.7% -16.5% -28.5% -20.5%
Avg Holdings 25 25 25 25 25 25 25
Diversification Good Good Good Good Good Good Good