Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Sunday, December 27, 2009, 5:11AM ET - U.S. Markets Closed.
Dow
0.51%
Nasdaq
0.71%
Home
Investing
Market Overview
Market Stats
Stocks
Mutual Funds
ETFs
Bonds
Options
Industries
Currencies
New!
Education
News & Opinion
Markets
Investing Ideas
Expert Advice
Special Editions
Company Finances
Providers
Personal Finance
Banking & Budgeting
Career & Work
College & Education
Family & Home
Insurance
Loans
Real Estate
Retirement
Taxes
How-to Guides
My Portfolios
Sign In to Create/Edit My Portfolios
Free trial of Real-Time Quotes
Tech Ticker
Get Quotes
Finance Search
First Focus Balanced Instl (FOBAX)
On
Dec 24
:
11.85
0.03
(0.25%)
MORE ON FOBAX
Quotes
Summary
Historical Prices
Charts
Interactive
Basic Chart
Basic Tech. Analysis
News & Info
Headlines
Message Board
Fund
Profile
Performance
Holdings
Risk
Purchase Info
Analyst
Research Reports
Risk
As of 30-Nov-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
(2004)
:
15.01%
Worst 1 Yr Total Return
(2008)
:
-22.56%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
FOBAX
Category
Alpha (against Standard Index)
-0.70
-2.96
Beta (against Standard Index)
1.02
1.07
Mean Annual Return
0.13
-0.09
R-squared (against Standard Index)
88
93.10
Standard Deviation
14.45
14.78
Sharpe Ratio
-0.07
N/A
Treynor Ratio
-2.09
N/A
5 Years
Statistic
FOBAX
Category
Alpha (against Standard Index)
-1.51
-2.53
Beta (against Standard Index)
1.06
1.06
Mean Annual Return
3.20
0.24
R-squared (against Standard Index)
85
92.17
Standard Deviation
12.35
11.94
Sharpe Ratio
0.08
N/A
Treynor Ratio
0.20
N/A
10 Years
Statistic
FOBAX
Category
Alpha (against Standard Index)
0.31
-2.27
Beta (against Standard Index)
0.93
1.06
Mean Annual Return
5.02
0.27
R-squared (against Standard Index)
74
86.88
Standard Deviation
10.80
11.38
Sharpe Ratio
0.24
N/A
Treynor Ratio
2.24
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center