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FPA New Income (FPNIX)

On Dec 22: 10.93   0.01 (0.09%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Low Number of Years Up: 5 Number of Years Down: 0 Best 1 Yr Total Return (2007): 6.02% Worst 1 Yr Total Return (2005): 1.57% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic FPNIX Category Alpha (against Standard Index) 1.47 -1.73 Beta (against Standard Index) 0.21 1.02 Mean Annual Return 4.64 0.39 R-squared (against Standard Index) 53 59.65 Standard Deviation 1.16 5.93 Sharpe Ratio 1.96 N/A Treynor Ratio 11.47 N/A 5 Years Statistic FPNIX Category Alpha (against Standard Index) 0.58 -1.13 Beta (against Standard Index) 0.18 0.98 Mean Annual Return 4.03 0.35 R-squared (against Standard Index) 33 61.85 Standard Deviation 1.08 4.90 Sharpe Ratio 0.90 N/A Treynor Ratio 5.89 N/A 10 Years Statistic FPNIX Category Alpha (against Standard Index) 2.12 -0.67 Beta (against Standard Index) 0.15 0.96 Mean Annual Return 5.63 0.46 R-squared (against Standard Index) 6 70.95 Standard Deviation 2.38 4.48 Sharpe Ratio 1.12 N/A Treynor Ratio 18.41 N/A
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