Finance Home - My Yahoo - Yahoo! - Help

Friday, December 4, 2009, 3:56AM ET - U.S. Markets open in 5 hours and 34 minutes. Dow  0.83% Nasdaq  0.00%

Marshall Mid-Cap Value Inv (MRVEX)

On Dec 3: 10.29   0.14 (1.34%)

MORE ON MRVEX

Quotes Summary Historical Prices Charts Interactive Basic Chart Basic Tech. Analysis News & Info Headlines Message Board Fund Profile Performance Holdings Risk Purchase Info Analyst Research Reports

Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2004): 16.67% Worst 1 Yr Total Return (2008): -37.17% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic MRVEX Category Alpha (against Standard Index) 3.59 2.32 Beta (against Standard Index) 1.15 1.15 Mean Annual Return -5.48 -0.35 R-squared (against Standard Index) 93 90.18 Standard Deviation 23.25 23.68 Sharpe Ratio -0.23 N/A Treynor Ratio -6.87 N/A 5 Years Statistic MRVEX Category Alpha (against Standard Index) 1.74 2.22 Beta (against Standard Index) 1.14 1.16 Mean Annual Return 1.36 0.30 R-squared (against Standard Index) 92 89.12 Standard Deviation 18.92 19.61 Sharpe Ratio 0.01 N/A Treynor Ratio -1.46 N/A 10 Years Statistic MRVEX Category Alpha (against Standard Index) 8.29 7.83 Beta (against Standard Index) 0.95 0.94 Mean Annual Return 7.43 0.70 R-squared (against Standard Index) 75 72.23 Standard Deviation 17.73 17.96 Sharpe Ratio 0.33 N/A Treynor Ratio 4.68 N/A
Add to Portfolio     Set Alert     Email to a Friend Get Risk for Another Symbol: Symbol Lookup • Help with Risk Statistics • Planning Center