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Wednesday, December 2, 2009, 7:33PM ET - U.S. Markets Closed. Dow  0.18% Nasdaq  0.42%

The Montecito (MONAX)

On Dec 2: 8.73   0.03 (0.34%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Above average Number of Years Up: 3 Number of Years Down: 2 Best 1 Yr Total Return (2006): 16.10% Worst 1 Yr Total Return (2008): -30.94% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic MONAX Category Alpha (against Standard Index) -4.41 -2.88 Beta (against Standard Index) 1.16 1.08 Mean Annual Return -4.50 -0.13 R-squared (against Standard Index) 87 93.44 Standard Deviation 16.34 14.69 Sharpe Ratio -0.34 N/A Treynor Ratio -5.95 N/A 5 Years Statistic MONAX Category Alpha (against Standard Index) -3.61 -2.47 Beta (against Standard Index) 1.17 1.06 Mean Annual Return 0.94 0.23 R-squared (against Standard Index) 84 92.52 Standard Deviation 13.64 11.89 Sharpe Ratio -0.08 N/A Treynor Ratio -1.79 N/A 10 Years Statistic MONAX Category Alpha (against Standard Index) N/A -2.17 Beta (against Standard Index) N/A 1.05 Mean Annual Return N/A 0.26 R-squared (against Standard Index) N/A 86.72 Standard Deviation N/A 11.31 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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