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Hodges Equity Income Retl (HDPEX)

15.29 Down 0.02(0.13%) Aug 28

Risk as of Jul 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:2
Number of Years Up4
Number of Years Down0
Best 1 Yr Total Return(Dec 30, 2013):23.63%
Worst 1 Yr Total Return(Dec 30, 2011):8.07%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticHDPEXCategory
Alpha (against Standard Index)-0.37-1.33
Beta (against Standard Index)0.781.01
Mean Annual Return1.031.27
R-squared (against Standard Index)78.2493.11
Standard Deviation10.6912.76
Sharpe Ratio1.151.21
Treynor Ratio16.0015.60
5 Years
StatisticHDPEXCategory
Alpha (against Standard Index)N/A-1.35
Beta (against Standard Index)N/A1.00
Mean Annual ReturnN/A1.26
R-squared (against Standard Index)N/A93.90
Standard DeviationN/A13.54
Sharpe RatioN/A1.12
Treynor RatioN/A15.37
10 Years
StatisticHDPEXCategory
Alpha (against Standard Index)N/A-0.54
Beta (against Standard Index)N/A1.00
Mean Annual ReturnN/A0.69
R-squared (against Standard Index)N/A93.42
Standard DeviationN/A15.20
Sharpe RatioN/A0.45
Treynor RatioN/A5.88