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    Forward Balanced Allocation Investor (ACBIX)

    14.04 Up 0.01(0.07%) Nov 27

    Risk as of Oct 30, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:1
    Number of Years Up10
    Number of Years Down4
    Best 1 Yr Total Return(Dec 30, 2009):20.38%
    Worst 1 Yr Total Return(Dec 30, 2008):-25.12%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    Alpha (against Standard Index)-3.99-2.98
    Beta (against Standard Index)0.791.12
    Mean Annual Return0.120.39
    R-squared (against Standard Index)85.0485.48
    Standard Deviation5.447.77
    Sharpe Ratio0.250.62
    Treynor Ratio1.574.04
    5 Years
    Alpha (against Standard Index)-3.40-3.25
    Beta (against Standard Index)0.801.17
    Mean Annual Return0.190.41
    R-squared (against Standard Index)87.2489.31
    Standard Deviation6.609.53
    Sharpe Ratio0.330.54
    Treynor Ratio2.464.14
    10 Years
    Alpha (against Standard Index)-3.17-1.44
    Beta (against Standard Index)0.871.09
    Mean Annual Return0.230.47
    R-squared (against Standard Index)93.2988.77
    Standard Deviation8.8611.34
    Sharpe Ratio0.160.39
    Treynor Ratio1.243.63