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Loomis Sayles Disciplined Equity Y (LISRX)

On Dec 18: 6.85   0.06 (0.88%)

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Risk  As of 30-Nov-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): 13.77% Worst 1 Yr Total Return (2008): -35.62% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic LISRX Category Alpha (against Standard Index) 1.07 2.20 Beta (against Standard Index) 0.93 0.99 Mean Annual Return -4.11 -0.14 R-squared (against Standard Index) 96 88.76 Standard Deviation 18.79 21.04 Sharpe Ratio -0.25 N/A Treynor Ratio -6.89 N/A 5 Years Statistic LISRX Category Alpha (against Standard Index) 1.23 0.80 Beta (against Standard Index) 0.94 1.01 Mean Annual Return 2.12 0.24 R-squared (against Standard Index) 95 86.59 Standard Deviation 15.47 17.50 Sharpe Ratio 0.02 N/A Treynor Ratio -0.92 N/A 10 Years Statistic LISRX Category Alpha (against Standard Index) N/A -0.13 Beta (against Standard Index) N/A 1.04 Mean Annual Return N/A 0.05 R-squared (against Standard Index) N/A 78.99 Standard Deviation N/A 19.17 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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