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    Rational Dividend Capture Instl (HDCTX)

    9.11 Up 0.04(0.44%) Jul 22

    Risk as of Jun 29, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:1
    Number of Years Up10
    Number of Years Down4
    Best 1 Yr Total Return(Dec 30, 2009):25.24%
    Worst 1 Yr Total Return(Dec 30, 2008):-29.26%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    Alpha (against Standard Index)-0.33-3.15
    Beta (against Standard Index)0.690.98
    Mean Annual Return0.650.70
    R-squared (against Standard Index)79.8990.74
    Standard Deviation8.7411.63
    Sharpe Ratio0.880.73
    Treynor Ratio10.978.24
    5 Years
    Alpha (against Standard Index)0.36-2.51
    Beta (against Standard Index)0.701.01
    Mean Annual Return0.750.82
    R-squared (against Standard Index)86.1291.70
    Standard Deviation9.1712.75
    Sharpe Ratio0.970.78
    Treynor Ratio12.529.56
    10 Years
    Alpha (against Standard Index)-0.93-1.74
    Beta (against Standard Index)0.881.01
    Mean Annual Return0.550.56
    R-squared (against Standard Index)79.3593.12
    Standard Deviation15.0615.96
    Sharpe Ratio0.370.37
    Treynor Ratio5.204.70