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Forward Strategic Realty A (KSRAX)
On
Feb 9
:
17.29
0.02
(0.12%)
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Risk
As of 31-Jan-10
Get
Risk
for:
RISK OVERVIEW
Morningstar Risk Rating:
High
Number of Years Up:
3
Number of Years Down:
2
Best 1 Yr Total Return
(2009)
:
48.18%
Worst 1 Yr Total Return
(2008)
:
-58.78%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
KSRAX
Category
Alpha (against Standard Index)
-7.75
-0.91
Beta (against Standard Index)
1.73
1.61
Mean Annual Return
-24.30
-0.91
R-squared (against Standard Index)
72
68.72
Standard Deviation
40.34
38.72
Sharpe Ratio
-0.51
N/A
Treynor Ratio
-15.23
N/A
5 Years
Statistic
KSRAX
Category
Alpha (against Standard Index)
-2.61
4.18
Beta (against Standard Index)
1.69
1.59
Mean Annual Return
-7.63
0.41
R-squared (against Standard Index)
70
66.29
Standard Deviation
32.45
31.43
Sharpe Ratio
-0.15
N/A
Treynor Ratio
-6.22
N/A
10 Years
Statistic
KSRAX
Category
Alpha (against Standard Index)
9.21
11.18
Beta (against Standard Index)
0.96
0.91
Mean Annual Return
6.52
0.99
R-squared (against Standard Index)
38
36.70
Standard Deviation
25.02
24.27
Sharpe Ratio
0.28
N/A
Treynor Ratio
3.83
N/A
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