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California Investment Equity Income K (EQTKX)

On Dec 16: 14.23   0.00 (0.00%)

MORE ON EQTKX

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Risk  As of 30-Nov-09 Get 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 Statistic EQTKX Category Alpha (against Standard Index) 0.57 -1.37 Beta (against Standard Index) 1.00 1.02 Mean Annual Return -5.33 -0.45 R-squared (against Standard Index) 96 94.58 Standard Deviation 20.26 20.79 Sharpe Ratio -0.28 N/A Treynor Ratio -7.58 N/A 5 Years Statistic EQTKX Category Alpha (against Standard Index) 0.43 -0.29 Beta (against Standard Index) 1.01 1.01 Mean Annual Return 1.07 0.14 R-squared (against Standard Index) 96 93.49 Standard Deviation 16.47 16.81 Sharpe Ratio -0.03 N/A Treynor Ratio -1.91 N/A 10 Years Statistic EQTKX Category Alpha (against Standard Index) 2.15 2.74 Beta (against Standard Index) 0.82 0.88 Mean Annual Return 2.27 0.31 R-squared (against Standard Index) 84 81.33 Standard Deviation 14.43 15.97 Sharpe Ratio 0.03 N/A Treynor Ratio -0.81 N/A
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