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BNY Mellon Intl Appreciation Inv (MARIX)

13.60 Up 0.06(0.44%) Apr 17
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Risk as of Mar 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:3
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return(Dec 30, 1999):43.00%
Worst 1 Yr Total Return(Dec 30, 2008):-41.21%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticMARIXCategory
Alpha (against Standard Index)1.571.73
Beta (against Standard Index)0.990.97
Mean Annual Return0.590.59
R-squared (against Standard Index)96.6494.62
Standard Deviation17.0616.80
Sharpe Ratio0.410.42
Treynor Ratio5.706.09
5 Years
StatisticMARIXCategory
Alpha (against Standard Index)-0.760.37
Beta (against Standard Index)1.000.97
Mean Annual Return1.291.34
R-squared (against Standard Index)96.6295.31
Standard Deviation19.0518.55
Sharpe Ratio0.810.87
Treynor Ratio14.4815.88
10 Years
StatisticMARIXCategory
Alpha (against Standard Index)-1.51-0.49
Beta (against Standard Index)0.970.96
Mean Annual Return0.590.66
R-squared (against Standard Index)96.2694.78
Standard Deviation18.7518.68
Sharpe Ratio0.290.34
Treynor Ratio3.855.02