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Sunday, December 6, 2009, 10:58PM ET - U.S. Markets Closed. Dow  0.22% Nasdaq  0.98%

California Investment Equity Income (EQTIX)

On Dec 4: 14.06   0.11 (0.79%)

MORE ON EQTIX

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Risk  As of 31-Oct-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): 16.56% Worst 1 Yr Total Return (2008): -31.56% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic EQTIX Category Alpha (against Standard Index) 1.94 -1.05 Beta (against Standard Index) 1.01 1.02 Mean Annual Return -5.38 -0.55 R-squared (against Standard Index) 96 94.27 Standard Deviation 20.13 20.65 Sharpe Ratio -0.29 N/A Treynor Ratio -7.70 N/A 5 Years Statistic EQTIX Category Alpha (against Standard Index) 1.52 0.04 Beta (against Standard Index) 1.02 1.02 Mean Annual Return 1.76 0.14 R-squared (against Standard Index) 96 93.13 Standard Deviation 16.52 16.85 Sharpe Ratio 0.01 N/A Treynor Ratio -1.25 N/A 10 Years Statistic EQTIX Category Alpha (against Standard Index) 2.39 2.54 Beta (against Standard Index) 0.82 0.88 Mean Annual Return 2.20 0.27 R-squared (against Standard Index) 83 80.76 Standard Deviation 14.36 15.89 Sharpe Ratio 0.02 N/A Treynor Ratio -0.94 N/A
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