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Sunday, December 20, 2009, 6:44PM ET - U.S. Markets Closed. Dow Up 0.20% Nasdaq Up 1.45%
Lifetime Achievement (LFTAX)On Dec 18: 16.81  Up 0.12 (0.72%)  
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Risk  As of 30-Nov-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:Above average
Number of Years Up:3
Number of Years Down:2
Best 1 Yr Total Return (2006):23.03%
Worst 1 Yr Total Return (2008):-45.00%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticLFTAXCategory
Alpha (against Standard Index)2.051.45
Beta (against Standard Index)1.361.13
Mean Annual Return-7.86-0.27
R-squared (against Standard Index)9388.11
Standard Deviation27.9023.88
Sharpe Ratio-0.23N/A
Treynor Ratio-7.44N/A
5 Years
StatisticLFTAXCategory
Alpha (against Standard Index)2.561.17
Beta (against Standard Index)1.361.15
Mean Annual Return1.540.26
R-squared (against Standard Index)9186.34
Standard Deviation22.8819.90
Sharpe Ratio0.06N/A
Treynor Ratio-1.06N/A
10 Years
StatisticLFTAXCategory
Alpha (against Standard Index)N/A5.72
Beta (against Standard Index)N/A1.04
Mean Annual ReturnN/A0.53
R-squared (against Standard Index)N/A73.17
Standard DeviationN/A19.87
Sharpe RatioN/AN/A
Treynor RatioN/AN/A

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