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Sunday, December 27, 2009, 10:09AM ET - U.S. Markets Closed. Dow  0.51% Nasdaq  0.71%

Marshall Intermediate Tax-Free Inv (MITFX)

On Dec 24: 10.47   0.00 (0.00%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Below average Number of Years Up: 5 Number of Years Down: 0 Best 1 Yr Total Return (2007): 4.23% Worst 1 Yr Total Return (2008): 0.73% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic MITFX Category Alpha (against Standard Index) 1.72 -0.30 Beta (against Standard Index) 0.79 0.86 Mean Annual Return 5.59 0.31 R-squared (against Standard Index) 96 90.72 Standard Deviation 4.79 5.41 Sharpe Ratio 0.67 N/A Treynor Ratio 4.20 N/A 5 Years Statistic MITFX Category Alpha (against Standard Index) 0.29 -0.69 Beta (against Standard Index) 0.80 0.86 Mean Annual Return 4.51 0.30 R-squared (against Standard Index) 94 91.00 Standard Deviation 3.94 4.39 Sharpe Ratio 0.38 N/A Treynor Ratio 1.91 N/A 10 Years Statistic MITFX Category Alpha (against Standard Index) -0.16 -0.71 Beta (against Standard Index) 0.83 0.89 Mean Annual Return 5.01 0.38 R-squared (against Standard Index) 95 92.35 Standard Deviation 3.93 4.29 Sharpe Ratio 0.52 N/A Treynor Ratio 2.51 N/A
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