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Virtus Balanced Allocation A (HIBZX)

On Dec 8: 11.92   0.06 (0.50%)

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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 (2004): 13.02% Worst 1 Yr Total Return (2008): -25.35% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic HIBZX Category Alpha (against Standard Index) -4.03 -2.88 Beta (against Standard Index) 0.93 1.08 Mean Annual Return -3.33 -0.13 R-squared (against Standard Index) 95 93.44 Standard Deviation 12.53 14.69 Sharpe Ratio -0.40 N/A Treynor Ratio -6.21 N/A 5 Years Statistic HIBZX Category Alpha (against Standard Index) -2.29 -2.47 Beta (against Standard Index) 0.94 1.06 Mean Annual Return 2.20 0.23 R-squared (against Standard Index) 93 92.52 Standard Deviation 10.46 11.89 Sharpe Ratio -0.02 N/A Treynor Ratio -0.88 N/A 10 Years Statistic HIBZX Category Alpha (against Standard Index) -0.48 -2.17 Beta (against Standard Index) 0.90 1.05 Mean Annual Return 4.08 0.26 R-squared (against Standard Index) 89 86.72 Standard Deviation 9.54 11.31 Sharpe Ratio 0.16 N/A Treynor Ratio 1.23 N/A
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