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Ariel Appreciation (CAAPX)

On Nov 27: 33.17   0.69 (2.04%)

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Risk  As of 31-Oct-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 (2004): 13.10% Worst 1 Yr Total Return (2008): -40.74% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic CAAPX Category Alpha (against Standard Index) 6.55 2.78 Beta (against Standard Index) 1.32 1.14 Mean Annual Return -5.02 -0.31 R-squared (against Standard Index) 84 88.48 Standard Deviation 28.00 23.83 Sharpe Ratio -0.13 N/A Treynor Ratio -5.64 N/A 5 Years Statistic CAAPX Category Alpha (against Standard Index) 1.90 2.11 Beta (against Standard Index) 1.28 1.17 Mean Annual Return 0.65 0.29 R-squared (against Standard Index) 83 86.78 Standard Deviation 22.26 20.06 Sharpe Ratio 0.01 N/A Treynor Ratio -1.85 N/A 10 Years Statistic CAAPX Category Alpha (against Standard Index) 7.28 6.25 Beta (against Standard Index) 0.99 1.05 Mean Annual Return 5.92 0.54 R-squared (against Standard Index) 67 72.80 Standard Deviation 19.40 19.97 Sharpe Ratio 0.24 N/A Treynor Ratio 2.99 N/A
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