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Delaware Foundation Cnsrv Allc A (DFIAX)

11.12 Up 0.01(0.09%) Aug 26

Risk as of Jul 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:3
Number of Years Up13
Number of Years Down3
Best 1 Yr Total Return(Dec 30, 2009):25.41%
Worst 1 Yr Total Return(Dec 30, 2008):-14.40%
Risk (Modern Portfolio Theory) Statistics 
3 Years
Alpha (against Standard Index)0.02-0.14
Beta (against Standard Index)0.730.70
Mean Annual Return0.540.51
R-squared (against Standard Index)93.7588.68
Standard Deviation6.226.11
Sharpe Ratio1.041.02
Treynor Ratio8.829.04
5 Years
Alpha (against Standard Index)0.911.02
Beta (against Standard Index)0.730.68
Mean Annual Return0.720.68
R-squared (against Standard Index)93.2389.09
Standard Deviation6.486.10
Sharpe Ratio1.311.35
Treynor Ratio11.7512.43
10 Years
Alpha (against Standard Index)0.48-0.63
Beta (against Standard Index)0.730.75
Mean Annual Return0.550.47
R-squared (against Standard Index)92.1488.59
Standard Deviation7.287.67
Sharpe Ratio0.680.54
Treynor Ratio6.735.31