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Mairs & Power Balanced Inv (MAPOX)

83.76 Down 0.45(0.53%) Oct 1

Risk as of Aug 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:3
Number of Years Up44
Number of Years Down8
Best 1 Yr Total Return(Dec 30, 2003):21.65%
Worst 1 Yr Total Return(Dec 30, 2008):-21.12%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticMAPOXCategory
Alpha (against Standard Index)4.230.51
Beta (against Standard Index)0.981.04
Mean Annual Return1.230.97
R-squared (against Standard Index)90.4293.48
Standard Deviation8.138.47
Sharpe Ratio1.801.38
Treynor Ratio15.6011.53
5 Years
StatisticMAPOXCategory
Alpha (against Standard Index)2.99-0.03
Beta (against Standard Index)0.981.06
Mean Annual Return1.090.91
R-squared (against Standard Index)91.0694.75
Standard Deviation8.719.22
Sharpe Ratio1.491.18
Treynor Ratio13.6810.43
10 Years
StatisticMAPOXCategory
Alpha (against Standard Index)0.70-1.19
Beta (against Standard Index)0.981.06
Mean Annual Return0.700.59
R-squared (against Standard Index)90.8793.75
Standard Deviation9.8610.58
Sharpe Ratio0.690.52
Treynor Ratio6.824.89