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Tuesday, December 1, 2009, 7:39PM ET - U.S. Markets Closed.
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MTB Income A (AKIRX)
On
Dec 1
:
9.95
0.04
(0.40%)
MORE ON AKIRX
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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)
:
4.83%
Worst 1 Yr Total Return
(2008)
:
-0.38%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
AKIRX
Category
Alpha (against Standard Index)
-1.04
-1.72
Beta (against Standard Index)
0.88
1.02
Mean Annual Return
4.76
0.39
R-squared (against Standard Index)
75
59.27
Standard Deviation
4.08
5.93
Sharpe Ratio
0.56
N/A
Treynor Ratio
2.67
N/A
5 Years
Statistic
AKIRX
Category
Alpha (against Standard Index)
-1.04
-1.05
Beta (against Standard Index)
0.90
0.98
Mean Annual Return
3.76
0.33
R-squared (against Standard Index)
80
61.87
Standard Deviation
3.62
4.88
Sharpe Ratio
0.21
N/A
Treynor Ratio
0.82
N/A
10 Years
Statistic
AKIRX
Category
Alpha (against Standard Index)
-1.11
-0.65
Beta (against Standard Index)
0.98
0.96
Mean Annual Return
5.06
0.45
R-squared (against Standard Index)
87
71.12
Standard Deviation
3.95
4.47
Sharpe Ratio
0.53
N/A
Treynor Ratio
2.14
N/A
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