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    Forward Balanced Allocation Investor (ACBIX)

    14.08 Up 0.02(0.14%) Oct 12

    Risk as of Sep 29, 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)-3.64-2.81
    Beta (against Standard Index)0.811.12
    Mean Annual Return0.050.38
    R-squared (against Standard Index)84.4883.93
    Standard Deviation5.297.30
    Sharpe Ratio0.110.64
    Treynor Ratio0.583.91
    5 Years
    Alpha (against Standard Index)-3.23-3.25
    Beta (against Standard Index)0.821.18
    Mean Annual Return0.190.54
    R-squared (against Standard Index)87.5089.64
    Standard Deviation6.609.77
    Sharpe Ratio0.330.68
    Treynor Ratio2.425.43
    10 Years
    Alpha (against Standard Index)-3.01-1.34
    Beta (against Standard Index)0.881.09
    Mean Annual Return0.200.44
    R-squared (against Standard Index)93.4188.55
    Standard Deviation8.8511.27
    Sharpe Ratio0.120.36
    Treynor Ratio0.793.33