Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Sunday, December 6, 2009, 9:41AM ET - U.S. Markets Closed. Dow Up 0.22% Nasdaq Up 0.98%
BB&T Equity Income Instl (BEGIX)On Dec 4: 12.17  Up 0.03 (0.25%)  
MORE ON BEGIX
Quotes
Charts
News & Info
Fund
HereRisk
Analyst


Risk  As of 31-Oct-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:Low
Number of Years Up:3
Number of Years Down:1
Best 1 Yr Total Return (2006):22.18%
Worst 1 Yr Total Return (2008):-25.73%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticBEGIXCategory
Alpha (against Standard Index)4.19-1.05
Beta (against Standard Index)0.761.02
Mean Annual Return-0.47-0.55
R-squared (against Standard Index)9394.27
Standard Deviation15.4520.65
Sharpe Ratio-0.11N/A
Treynor Ratio-3.80N/A
5 Years
StatisticBEGIXCategory
Alpha (against Standard Index)5.390.04
Beta (against Standard Index)0.761.02
Mean Annual Return6.730.14
R-squared (against Standard Index)9093.13
Standard Deviation12.7416.85
Sharpe Ratio0.35N/A
Treynor Ratio4.89N/A
10 Years
StatisticBEGIXCategory
Alpha (against Standard Index)N/A2.54
Beta (against Standard Index)N/A0.88
Mean Annual ReturnN/A0.27
R-squared (against Standard Index)N/A80.76
Standard DeviationN/A15.89
Sharpe RatioN/AN/A
Treynor RatioN/AN/A

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Risk for Another Symbol: Symbol Lookup
Help with Risk StatisticsPlanning Center