Finance Home - My Yahoo - Yahoo! - Help

Sunday, December 27, 2009, 12:10AM ET - U.S. Markets Closed. Dow  0.51% Nasdaq  0.71%

The Delafield Fund (DEFIX)

On Dec 24: 23.62   0.13 (0.55%)

MORE ON DEFIX

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: Above average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2004): 20.85% Worst 1 Yr Total Return (2008): -37.59% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic DEFIX Category Alpha (against Standard Index) 8.58 0.96 Beta (against Standard Index) 1.31 1.15 Mean Annual Return -1.26 -0.33 R-squared (against Standard Index) 82 89.96 Standard Deviation 28.53 24.07 Sharpe Ratio 0.02 N/A Treynor Ratio -2.70 N/A 5 Years Statistic DEFIX Category Alpha (against Standard Index) 5.58 1.28 Beta (against Standard Index) 1.31 1.16 Mean Annual Return 4.74 0.26 R-squared (against Standard Index) 81 88.97 Standard Deviation 23.22 19.80 Sharpe Ratio 0.19 N/A Treynor Ratio 1.34 N/A 10 Years Statistic DEFIX Category Alpha (against Standard Index) 12.63 7.57 Beta (against Standard Index) 1.07 0.96 Mean Annual Return 11.65 0.70 R-squared (against Standard Index) 69 72.92 Standard Deviation 20.88 18.20 Sharpe Ratio 0.50 N/A Treynor Ratio 8.18 N/A
Add to Portfolio     Set Alert     Email to a Friend Get Risk for Another Symbol: Symbol Lookup • Help with Risk Statistics • Planning Center