Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Sunday, December 27, 2009, 10:53PM ET - U.S. Markets Closed.
Dow
0.51%
Nasdaq
0.71%
Home
Investing
Market Overview
Market Stats
Stocks
Mutual Funds
ETFs
Bonds
Options
Industries
Currencies
New!
Education
News & Opinion
Markets
Investing Ideas
Expert Advice
Special Editions
Company Finances
Providers
Personal Finance
Banking & Budgeting
Career & Work
College & Education
Family & Home
Insurance
Loans
Real Estate
Retirement
Taxes
How-to Guides
My Portfolios
Sign In to Create/Edit My Portfolios
Free trial of Real-Time Quotes
Tech Ticker
Get Quotes
Finance Search
AIM Charter I (CHTVX)
On
Dec 24
:
15.51
0.06
(0.39%)
MORE ON CHTVX
Quotes
Summary
Historical Prices
Charts
Interactive
Basic Chart
Basic Tech. Analysis
News & Info
Headlines
Message Board
Fund
Profile
Performance
Holdings
Risk
Purchase Info
Analyst
Research Reports
Risk
As of 30-Nov-09
Get
Risk
for:
RISK OVERVIEW
Morningstar Risk Rating:
Average
Number of Years Up:
4
Number of Years Down:
1
Best 1 Yr Total Return
(2006)
:
16.84%
Worst 1 Yr Total Return
(2008)
:
-28.15%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
CHTVX
Category
Alpha (against Standard Index)
5.07
0.06
Beta (against Standard Index)
0.87
1.00
Mean Annual Return
0.35
-0.33
R-squared (against Standard Index)
95
95.82
Standard Deviation
17.71
20.42
Sharpe Ratio
-0.02
N/A
Treynor Ratio
-2.20
N/A
5 Years
Statistic
CHTVX
Category
Alpha (against Standard Index)
3.73
0.04
Beta (against Standard Index)
0.88
1.01
Mean Annual Return
4.93
0.17
R-squared (against Standard Index)
95
95.19
Standard Deviation
14.42
16.64
Sharpe Ratio
0.20
N/A
Treynor Ratio
2.22
N/A
10 Years
Statistic
CHTVX
Category
Alpha (against Standard Index)
1.16
0.81
Beta (against Standard Index)
1.00
0.96
Mean Annual Return
0.40
0.14
R-squared (against Standard Index)
86
91.13
Standard Deviation
17.32
16.39
Sharpe Ratio
-0.06
N/A
Treynor Ratio
-2.53
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center