Finance Home - My Yahoo - Yahoo! - Help

Thursday, December 24, 2009, 5:42AM ET - U.S. Markets open in 3 hours and 48 minutes. Dow  0.01% Nasdaq  0.00%

Federated Capital Appreciation Inst (CPAIX)

On Dec 23: 17.20   0.06 (0.35%)

MORE ON CPAIX

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: Number of Years Up: 0 Number of Years Down: 1 Best 1 Yr Total Return (2008): -28.77% Worst 1 Yr Total Return (2008): -28.77% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic CPAIX Category Alpha (against Standard Index) 0.78 0.06 Beta (against Standard Index) 0.84 1.00 Mean Annual Return -3.56 -0.33 R-squared (against Standard Index) 95 95.82 Standard Deviation 17.06 20.42 Sharpe Ratio -0.26 N/A Treynor Ratio -6.98 N/A 5 Years Statistic CPAIX Category Alpha (against Standard Index) 0.55 0.04 Beta (against Standard Index) 0.85 1.01 Mean Annual Return 1.73 0.17 R-squared (against Standard Index) 94 95.19 Standard Deviation 14.03 16.64 Sharpe Ratio -0.02 N/A Treynor Ratio -1.49 N/A 10 Years Statistic CPAIX Category Alpha (against Standard Index) 1.37 0.81 Beta (against Standard Index) 0.87 0.96 Mean Annual Return 1.25 0.14 R-squared (against Standard Index) 88 91.13 Standard Deviation 15.14 16.39 Sharpe Ratio -0.03 N/A Treynor Ratio -1.92 N/A
Add to Portfolio     Set Alert     Email to a Friend Get Risk for Another Symbol: Symbol Lookup • Help with Risk Statistics • Planning Center