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Sunday, December 6, 2009, 7:31PM ET - U.S. Markets Closed. Dow  0.22% Nasdaq  0.98%

Aston/Montag & Caldwell Balanced N (MOBAX)

On Dec 4: 18.45   0.00 (0.00%)

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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 (2007): 15.34% Worst 1 Yr Total Return (2008): -19.40% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic MOBAX Category Alpha (against Standard Index) 1.68 -2.88 Beta (against Standard Index) 0.90 1.08 Mean Annual Return 2.39 -0.13 R-squared (against Standard Index) 90 93.44 Standard Deviation 12.47 14.69 Sharpe Ratio 0.06 N/A Treynor Ratio -0.03 N/A 5 Years Statistic MOBAX Category Alpha (against Standard Index) -0.65 -2.47 Beta (against Standard Index) 0.88 1.06 Mean Annual Return 3.78 0.23 R-squared (against Standard Index) 87 92.52 Standard Deviation 10.14 11.89 Sharpe Ratio 0.12 N/A Treynor Ratio 0.86 N/A 10 Years Statistic MOBAX Category Alpha (against Standard Index) -2.87 -2.17 Beta (against Standard Index) 0.83 1.05 Mean Annual Return 1.50 0.26 R-squared (against Standard Index) 80 86.72 Standard Deviation 9.23 11.31 Sharpe Ratio -0.11 N/A Treynor Ratio -1.76 N/A
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