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Marshall Large-Cap Value A (MAEIX)

On Nov 30: 10.03   0.05 (0.50%)

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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 (2006): 18.41% Worst 1 Yr Total Return (2008): -32.50% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic MAEIX Category Alpha (against Standard Index) -2.76 -1.05 Beta (against Standard Index) 0.86 1.02 Mean Annual Return -8.18 -0.55 R-squared (against Standard Index) 95 94.27 Standard Deviation 17.28 20.65 Sharpe Ratio -0.55 N/A Treynor Ratio -12.33 N/A 5 Years Statistic MAEIX Category Alpha (against Standard Index) -0.68 0.04 Beta (against Standard Index) 0.87 1.02 Mean Annual Return 0.08 0.14 R-squared (against Standard Index) 93 93.13 Standard Deviation 14.36 16.85 Sharpe Ratio -0.13 N/A Treynor Ratio -3.39 N/A 10 Years Statistic MAEIX Category Alpha (against Standard Index) 0.64 2.54 Beta (against Standard Index) 0.78 0.88 Mean Annual Return 0.54 0.27 R-squared (against Standard Index) 76 80.76 Standard Deviation 14.36 15.89 Sharpe Ratio -0.09 N/A Treynor Ratio -3.14 N/A
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