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Bogle Small Cap Growth Inv (BOGLX)

On Dec 21: 15.02   0.19 (1.28%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Above average Number of Years Up: 3 Number of Years Down: 2 Best 1 Yr Total Return (2005): 17.26% Worst 1 Yr Total Return (2008): -48.19% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic BOGLX Category Alpha (against Standard Index) -3.73 -0.48 Beta (against Standard Index) 1.27 1.16 Mean Annual Return -12.40 -0.45 R-squared (against Standard Index) 85 86.39 Standard Deviation 27.26 24.75 Sharpe Ratio -0.43 N/A Treynor Ratio -11.54 N/A 5 Years Statistic BOGLX Category Alpha (against Standard Index) -0.60 0.00 Beta (against Standard Index) 1.32 1.17 Mean Annual Return -1.65 0.16 R-squared (against Standard Index) 82 83.41 Standard Deviation 23.29 20.64 Sharpe Ratio -0.08 N/A Treynor Ratio -3.52 N/A 10 Years Statistic BOGLX Category Alpha (against Standard Index) 8.85 7.16 Beta (against Standard Index) 1.10 1.00 Mean Annual Return 7.06 0.66 R-squared (against Standard Index) 63 64.42 Standard Deviation 22.45 20.26 Sharpe Ratio 0.29 N/A Treynor Ratio 3.75 N/A
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