Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Monday, November 30, 2009, 4:31PM ET - U.S. Markets Closed.
Dow
0.34%
Nasdaq
0.29%
Home
Investing
Market Overview
Market Stats
Stocks
Mutual Funds
ETFs
Bonds
Options
Industries
Currencies
New!
Education
News & Opinion
Markets
Investing Ideas
Expert Advice
Special Editions
Company Finances
Providers
Personal Finance
Banking & Budgeting
Career & Work
College & Education
Family & Home
Insurance
Loans
Real Estate
Retirement
Taxes
How-to Guides
My Portfolios
Sign In to Create/Edit My Portfolios
Free trial of Real-Time Quotes
Tech Ticker
Get Quotes
Finance Search
AFBA 5Star Large Cap Growth Adv (AFUAX)
On
Nov 27
:
10.25
0.20
(1.91%)
MORE ON AFUAX
Quotes
Summary
Historical Prices
Charts
Interactive
Basic Chart
Basic Tech. Analysis
News & Info
Headlines
Message Board
Fund
Profile
Performance
Holdings
Risk
Purchase Info
Analyst
Research Reports
Risk
As of 31-Oct-09
Get
Risk
for:
RISK OVERVIEW
Morningstar Risk Rating:
Average
Number of Years Up:
4
Number of Years Down:
1
Best 1 Yr Total Return
(2007)
:
29.55%
Worst 1 Yr Total Return
(2008)
:
-45.90%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
AFUAX
Category
Alpha (against Standard Index)
-1.09
2.45
Beta (against Standard Index)
0.99
1.00
Mean Annual Return
-8.41
-0.24
R-squared (against Standard Index)
77
88.47
Standard Deviation
21.99
20.84
Sharpe Ratio
-0.40
N/A
Treynor Ratio
-10.99
N/A
5 Years
Statistic
AFUAX
Category
Alpha (against Standard Index)
-1.66
0.94
Beta (against Standard Index)
0.99
1.01
Mean Annual Return
-1.66
0.21
R-squared (against Standard Index)
78
86.37
Standard Deviation
17.96
17.46
Sharpe Ratio
-0.17
N/A
Treynor Ratio
-4.72
N/A
10 Years
Statistic
AFUAX
Category
Alpha (against Standard Index)
1.74
0.18
Beta (against Standard Index)
1.05
1.04
Mean Annual Return
0.05
0.04
R-squared (against Standard Index)
77
78.62
Standard Deviation
19.38
19.22
Sharpe Ratio
-0.05
N/A
Treynor Ratio
-2.77
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center