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Thursday, December 17, 2009, 1:37PM ET - U.S. Markets close in 2 hours and 23 minutes. Dow Down 1.03% Nasdaq Down 1.07%
California Investment Equity Income K (EQTKX)On Dec 16: 14.23   0.00 (0.00%)  
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Risk  As of 30-Nov-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:Average
Number of Years Up:3
Number of Years Down:2
Best 1 Yr Total Return (2006):16.83%
Worst 1 Yr Total Return (2008):-31.74%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticEQTKXCategory
Alpha (against Standard Index)0.57-1.37
Beta (against Standard Index)1.001.02
Mean Annual Return-5.33-0.45
R-squared (against Standard Index)9694.58
Standard Deviation20.2620.79
Sharpe Ratio-0.28N/A
Treynor Ratio-7.58N/A
5 Years
StatisticEQTKXCategory
Alpha (against Standard Index)0.43-0.29
Beta (against Standard Index)1.011.01
Mean Annual Return1.070.14
R-squared (against Standard Index)9693.49
Standard Deviation16.4716.81
Sharpe Ratio-0.03N/A
Treynor Ratio-1.91N/A
10 Years
StatisticEQTKXCategory
Alpha (against Standard Index)2.152.74
Beta (against Standard Index)0.820.88
Mean Annual Return2.270.31
R-squared (against Standard Index)8481.33
Standard Deviation14.4315.97
Sharpe Ratio0.03N/A
Treynor Ratio-0.81N/A

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