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Marshall Mid-Cap Value A (MVEAX)

On Dec 24: 10.67   0.06 (0.57%)

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Risk  As of 30-Nov-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 MVEAX Category Alpha (against Standard Index) 2.10 0.96 Beta (against Standard Index) 1.13 1.15 Mean Annual Return -5.27 -0.33 R-squared (against Standard Index) 92 89.96 Standard Deviation 23.29 24.07 Sharpe Ratio -0.21 N/A Treynor Ratio -6.67 N/A 5 Years Statistic MVEAX Category Alpha (against Standard Index) 0.90 1.28 Beta (against Standard Index) 1.13 1.16 Mean Annual Return 1.00 0.26 R-squared (against Standard Index) 91 88.97 Standard Deviation 18.82 19.80 Sharpe Ratio -0.01 N/A Treynor Ratio -1.77 N/A 10 Years Statistic MVEAX Category Alpha (against Standard Index) 8.34 7.57 Beta (against Standard Index) 0.95 0.96 Mean Annual Return 7.88 0.70 R-squared (against Standard Index) 75 72.92 Standard Deviation 17.76 18.20 Sharpe Ratio 0.36 N/A Treynor Ratio 5.20 N/A
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