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 Dow Up0.08% Nasdaq Up0.21%

Forward Balanced Allocation Investor (ACBIX)

15.75 Up 0.02(0.13%) Jul 23

Risk as of Jun 29, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:4
Number of Years Up9
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
StatisticACBIXCategory
Alpha (against Standard Index)-3.130.13
Beta (against Standard Index)0.800.69
Mean Annual Return0.350.54
R-squared (against Standard Index)86.7688.09
Standard Deviation7.036.03
Sharpe Ratio0.591.11
Treynor Ratio4.969.79
5 Years
StatisticACBIXCategory
Alpha (against Standard Index)-2.301.13
Beta (against Standard Index)0.870.69
Mean Annual Return0.660.77
R-squared (against Standard Index)91.1389.23
Standard Deviation7.906.33
Sharpe Ratio0.991.48
Treynor Ratio9.0214.06
10 Years
StatisticACBIXCategory
Alpha (against Standard Index)-2.72-0.59
Beta (against Standard Index)0.880.75
Mean Annual Return0.360.47
R-squared (against Standard Index)93.7788.51
Standard Deviation8.777.67
Sharpe Ratio0.310.54
Treynor Ratio2.705.32