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 Dow Down0.12% Nasdaq Down0.07%

Ascendant Balanced A (ATBAX)

13.46 Down 0.01(0.07%) May 20


Risk as of Mar 30, 2013Get Risk for:
Risk Overview 
Morningstar Risk Rating:
Number of Years Up1
Number of Years Down0
Best 1 Yr Total Return(Dec 30, 2012):8.86%
Worst 1 Yr Total Return(Dec 30, 2012):8.86%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticATBAXCategory
Alpha (against Standard Index)N/A-3.24
Beta (against Standard Index)N/A1.38
Mean Annual ReturnN/A0.76
R-squared (against Standard Index)N/A96.18
Standard DeviationN/A13.69
Sharpe RatioN/A0.67
Treynor RatioN/A6.23
5 Years
StatisticATBAXCategory
Alpha (against Standard Index)N/A-2.97
Beta (against Standard Index)N/A1.36
Mean Annual ReturnN/A0.42
R-squared (against Standard Index)N/A95.63
Standard DeviationN/A17.53
Sharpe RatioN/A0.27
Treynor RatioN/A2.41
10 Years
StatisticATBAXCategory
Alpha (against Standard Index)N/A-2.77
Beta (against Standard Index)N/A1.32
Mean Annual ReturnN/A0.66
R-squared (against Standard Index)N/A93.78
Standard DeviationN/A13.23
Sharpe RatioN/A0.47
Treynor RatioN/A4.24