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    More On HOLBX

    Holland Balanced (HOLBX)

    19.43 Down 0.02(0.10%) Mar 24

    Risk as of Feb 27, 2017Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up16
    Number of Years Down5
    Best 1 Yr Total Return(Dec 30, 2013):23.14%
    Worst 1 Yr Total Return(Dec 30, 2008):-20.36%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    Alpha (against Standard Index)2.26-0.15
    Beta (against Standard Index)0.881.03
    Mean Annual Return0.530.38
    R-squared (against Standard Index)68.8888.61
    Standard Deviation6.877.13
    Sharpe Ratio0.900.65
    Treynor Ratio6.924.29
    5 Years
    Alpha (against Standard Index)2.470.35
    Beta (against Standard Index)0.931.02
    Mean Annual Return0.730.60
    R-squared (against Standard Index)68.9589.96
    Standard Deviation7.287.09
    Sharpe Ratio1.181.03
    Treynor Ratio9.347.07
    10 Years
    Alpha (against Standard Index)1.32-0.61
    Beta (against Standard Index)0.871.06
    Mean Annual Return0.540.47
    R-squared (against Standard Index)81.1493.52
    Standard Deviation9.5610.90
    Sharpe Ratio0.610.46
    Treynor Ratio6.434.30