Finance Home - My Yahoo - Yahoo! - Help

Thursday, December 3, 2009, 11:20AM ET - U.S. Markets close in 4 hours and 40 minutes. Dow  0.02% Nasdaq  0.37%

Heartland Value Plus (HRVIX)

On Dec 2: 22.50   0.20 (0.90%)

MORE ON HRVIX

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 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Low Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2004): 16.98% Worst 1 Yr Total Return (2008): -17.88% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic HRVIX Category Alpha (against Standard Index) 8.09 1.78 Beta (against Standard Index) 0.90 1.18 Mean Annual Return 1.66 -0.41 R-squared (against Standard Index) 80 85.71 Standard Deviation 19.57 24.90 Sharpe Ratio 0.06 N/A Treynor Ratio -0.84 N/A 5 Years Statistic HRVIX Category Alpha (against Standard Index) 4.11 1.92 Beta (against Standard Index) 0.93 1.20 Mean Annual Return 4.42 0.27 R-squared (against Standard Index) 73 82.80 Standard Deviation 17.28 21.07 Sharpe Ratio 0.17 N/A Treynor Ratio 1.50 N/A 10 Years Statistic HRVIX Category Alpha (against Standard Index) 10.60 9.10 Beta (against Standard Index) 0.82 0.95 Mean Annual Return 10.40 0.80 R-squared (against Standard Index) 58 64.80 Standard Deviation 17.17 19.04 Sharpe Ratio 0.49 N/A Treynor Ratio 9.08 N/A
Add to Portfolio     Set Alert     Email to a Friend Get Risk for Another Symbol: Symbol Lookup • Help with Risk Statistics • Planning Center