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Tuesday, January 5, 2010, 7:57PM ET - U.S. Markets Closed.
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AIM Financial Services A (IFSAX)
On
Jan 5
:
7.74
0.07
(0.91%)
MORE ON IFSAX
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Research Reports
Risk
As of 30-Nov-09
Get
Risk
for:
RISK OVERVIEW
Morningstar Risk Rating:
High
Number of Years Up:
3
Number of Years Down:
2
Best 1 Yr Total Return
(2006)
:
16.31%
Worst 1 Yr Total Return
(2008)
:
-60.26%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
IFSAX
Category
Alpha (against Standard Index)
-14.15
-6.82
Beta (against Standard Index)
1.71
1.25
Mean Annual Return
-25.93
-1.03
R-squared (against Standard Index)
81
74.94
Standard Deviation
37.51
28.68
Sharpe Ratio
-0.66
N/A
Treynor Ratio
-16.54
N/A
5 Years
Statistic
IFSAX
Category
Alpha (against Standard Index)
-10.71
-5.00
Beta (against Standard Index)
1.65
1.23
Mean Annual Return
-13.04
-0.27
R-squared (against Standard Index)
79
72.88
Standard Deviation
29.78
23.25
Sharpe Ratio
-0.41
N/A
Treynor Ratio
-9.71
N/A
10 Years
Statistic
IFSAX
Category
Alpha (against Standard Index)
-1.42
3.88
Beta (against Standard Index)
1.21
0.91
Mean Annual Return
-4.16
0.40
R-squared (against Standard Index)
64
54.16
Standard Deviation
24.61
20.04
Sharpe Ratio
-0.16
N/A
Treynor Ratio
-5.84
N/A
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