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Villere Balanced Inv (VILLX)

20.79 Down 0.07(0.34%) Aug 24

Risk as of Jul 30, 2016Get Risk for:
Risk Overview 
Morningstar Risk Rating:5
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return(Dec 30, 2003):33.64%
Worst 1 Yr Total Return(Dec 30, 2008):-27.85%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticVILLXCategory
Alpha (against Standard Index)-6.01-0.05
Beta (against Standard Index)1.421.03
Mean Annual Return0.160.47
R-squared (against Standard Index)79.1591.10
Standard Deviation11.107.56
Sharpe Ratio0.160.76
Treynor Ratio0.835.41
5 Years
StatisticVILLXCategory
Alpha (against Standard Index)-1.040.17
Beta (against Standard Index)1.291.04
Mean Annual Return0.620.59
R-squared (against Standard Index)78.4592.91
Standard Deviation11.518.59
Sharpe Ratio0.640.83
Treynor Ratio5.406.68
10 Years
StatisticVILLXCategory
Alpha (against Standard Index)-0.03-0.72
Beta (against Standard Index)1.241.06
Mean Annual Return0.640.50
R-squared (against Standard Index)73.7993.62
Standard Deviation14.3410.90
Sharpe Ratio0.470.47
Treynor Ratio4.744.40