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Saturday, December 5, 2009, 2:57PM ET - U.S. Markets Closed. Dow  0.22% Nasdaq  0.98%

FPA Perennial (FPPFX)

On Dec 4: 29.75   0.55 (1.88%)

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Risk  As of 31-Oct-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): 16.25% Worst 1 Yr Total Return (2008): -37.84% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic FPPFX Category Alpha (against Standard Index) 5.79 3.31 Beta (against Standard Index) 1.09 1.09 Mean Annual Return -2.87 -0.23 R-squared (against Standard Index) 86 84.23 Standard Deviation 22.94 23.37 Sharpe Ratio -0.11 N/A Treynor Ratio -4.85 N/A 5 Years Statistic FPPFX Category Alpha (against Standard Index) 2.74 2.25 Beta (against Standard Index) 1.09 1.13 Mean Annual Return 2.46 0.31 R-squared (against Standard Index) 83 81.04 Standard Deviation 18.89 20.00 Sharpe Ratio 0.07 N/A Treynor Ratio -0.53 N/A 10 Years Statistic FPPFX Category Alpha (against Standard Index) 9.71 4.42 Beta (against Standard Index) 0.97 1.13 Mean Annual Return 8.68 0.37 R-squared (against Standard Index) 68 60.91 Standard Deviation 18.88 23.71 Sharpe Ratio 0.38 N/A Treynor Ratio 5.89 N/A
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