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Jamestown Balanced (JAMBX)

On Dec 4: 11.72   0.03 (0.26%)

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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 (2007): 10.90% Worst 1 Yr Total Return (2008): -22.43% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic JAMBX Category Alpha (against Standard Index) -2.38 -2.88 Beta (against Standard Index) 0.84 1.08 Mean Annual Return -1.52 -0.13 R-squared (against Standard Index) 90 93.44 Standard Deviation 11.60 14.69 Sharpe Ratio -0.28 N/A Treynor Ratio -4.72 N/A 5 Years Statistic JAMBX Category Alpha (against Standard Index) -2.32 -2.47 Beta (against Standard Index) 0.84 1.06 Mean Annual Return 2.03 0.23 R-squared (against Standard Index) 88 92.52 Standard Deviation 9.68 11.89 Sharpe Ratio -0.05 N/A Treynor Ratio -1.18 N/A 10 Years Statistic JAMBX Category Alpha (against Standard Index) -3.23 -2.17 Beta (against Standard Index) 0.91 1.05 Mean Annual Return 1.26 0.26 R-squared (against Standard Index) 86 86.72 Standard Deviation 9.76 11.31 Sharpe Ratio -0.12 N/A Treynor Ratio -1.87 N/A
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