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LKCM Aquinas Value (AQEIX)

On Dec 21: 10.78   0.10 (0.94%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Above average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 16.51% Worst 1 Yr Total Return (2008): -37.34% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic AQEIX Category Alpha (against Standard Index) 2.61 0.06 Beta (against Standard Index) 1.06 1.00 Mean Annual Return -4.00 -0.33 R-squared (against Standard Index) 95 95.82 Standard Deviation 21.54 20.42 Sharpe Ratio -0.18 N/A Treynor Ratio -5.93 N/A 5 Years Statistic AQEIX Category Alpha (against Standard Index) 1.38 0.04 Beta (against Standard Index) 1.05 1.01 Mean Annual Return 1.83 0.17 R-squared (against Standard Index) 94 95.19 Standard Deviation 17.32 16.64 Sharpe Ratio 0.02 N/A Treynor Ratio -1.11 N/A 10 Years Statistic AQEIX Category Alpha (against Standard Index) 1.87 0.81 Beta (against Standard Index) 0.93 0.96 Mean Annual Return 1.40 0.14 R-squared (against Standard Index) 85 91.13 Standard Deviation 16.46 16.39 Sharpe Ratio -0.01 N/A Treynor Ratio -1.63 N/A
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