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Marshall Large-Cap Value Y (MREIX)

On Feb 9: 9.71   0.13 (1.36%)

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Risk  As of 31-Jan-10 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 (2006): 18.41% Worst 1 Yr Total Return (2008): -32.50% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic MREIX Category Alpha (against Standard Index) -3.21 -1.25 Beta (against Standard Index) 0.86 1.01 Mean Annual Return -8.82 -0.57 R-squared (against Standard Index) 95 94.65 Standard Deviation 17.58 20.74 Sharpe Ratio -0.55 N/A Treynor Ratio -12.57 N/A 5 Years Statistic MREIX Category Alpha (against Standard Index) -0.88 -0.23 Beta (against Standard Index) 0.87 1.01 Mean Annual Return -0.27 0.11 R-squared (against Standard Index) 93 93.42 Standard Deviation 14.46 16.80 Sharpe Ratio -0.14 N/A Treynor Ratio -3.66 N/A 10 Years Statistic MREIX Category Alpha (against Standard Index) 1.62 3.13 Beta (against Standard Index) 0.80 0.89 Mean Annual Return 1.55 0.32 R-squared (against Standard Index) 79 82.22 Standard Deviation 14.42 15.87 Sharpe Ratio -0.01 N/A Treynor Ratio -1.61 N/A
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