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First Investors Special Situations B (FISBX)

On Dec 4: 16.12   0.15 (0.94%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Below average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 20.77% Worst 1 Yr Total Return (2008): -33.63% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic FISBX Category Alpha (against Standard Index) 2.20 1.78 Beta (against Standard Index) 0.96 1.18 Mean Annual Return -4.65 -0.41 R-squared (against Standard Index) 90 85.71 Standard Deviation 19.73 24.90 Sharpe Ratio -0.26 N/A Treynor Ratio -7.39 N/A 5 Years Statistic FISBX Category Alpha (against Standard Index) 2.59 1.92 Beta (against Standard Index) 0.99 1.20 Mean Annual Return 2.80 0.27 R-squared (against Standard Index) 86 82.80 Standard Deviation 17.00 21.07 Sharpe Ratio 0.07 N/A Treynor Ratio -0.22 N/A 10 Years Statistic FISBX Category Alpha (against Standard Index) 2.34 9.10 Beta (against Standard Index) 1.03 0.95 Mean Annual Return 0.26 0.80 R-squared (against Standard Index) 59 64.80 Standard Deviation 21.54 19.04 Sharpe Ratio -0.01 N/A Treynor Ratio -2.64 N/A
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