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American Indep KS Tax-Exempt Bd A (IKSTX)
On
Dec 18
:
10.81
0.00
(0.00%)
MORE ON IKSTX
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Research Reports
Risk
As of 30-Nov-09
Get
Risk
for:
RISK OVERVIEW
Morningstar Risk Rating:
Low
Number of Years Up:
5
Number of Years Down:
0
Best 1 Yr Total Return
(2006)
:
3.63%
Worst 1 Yr Total Return
(2005)
:
1.67%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
IKSTX
Category
Alpha (against Standard Index)
0.34
-0.62
Beta (against Standard Index)
0.63
0.89
Mean Annual Return
3.86
0.29
R-squared (against Standard Index)
92
91.02
Standard Deviation
3.92
5.60
Sharpe Ratio
0.40
N/A
Treynor Ratio
2.51
N/A
5 Years
Statistic
IKSTX
Category
Alpha (against Standard Index)
-0.40
-0.87
Beta (against Standard Index)
0.63
0.88
Mean Annual Return
3.56
0.29
R-squared (against Standard Index)
91
90.77
Standard Deviation
3.18
4.54
Sharpe Ratio
0.18
N/A
Treynor Ratio
0.89
N/A
10 Years
Statistic
IKSTX
Category
Alpha (against Standard Index)
-0.51
-0.87
Beta (against Standard Index)
0.69
0.90
Mean Annual Return
4.28
0.37
R-squared (against Standard Index)
92
91.70
Standard Deviation
3.35
4.41
Sharpe Ratio
0.40
N/A
Treynor Ratio
1.96
N/A
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