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    Appleton Group Plus (AGPLX)

    10.70 Down 0.13(1.20%) Apr 17

    Risk as of Mar 30, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up5
    Number of Years Down4
    Best 1 Yr Total Return(Dec 30, 2013):11.23%
    Worst 1 Yr Total Return(Dec 30, 2011):-11.10%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticAGPLXCategory
    Alpha (against Standard Index)-2.45-1.82
    Beta (against Standard Index)0.980.88
    Mean Annual Return0.450.44
    R-squared (against Standard Index)73.3266.84
    Standard Deviation7.226.86
    Sharpe Ratio0.740.77
    Treynor Ratio5.285.28
    5 Years
    StatisticAGPLXCategory
    Alpha (against Standard Index)-5.00-1.40
    Beta (against Standard Index)0.900.87
    Mean Annual Return0.210.49
    R-squared (against Standard Index)61.7571.47
    Standard Deviation9.618.62
    Sharpe Ratio0.260.72
    Treynor Ratio2.247.51
    10 Years
    StatisticAGPLXCategory
    Alpha (against Standard Index)N/A-2.00
    Beta (against Standard Index)N/A0.99
    Mean Annual ReturnN/A0.42
    R-squared (against Standard Index)N/A82.33
    Standard DeviationN/A10.44
    Sharpe RatioN/A0.39
    Treynor RatioN/A4.16