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Saturday, December 26, 2009, 12:29AM ET - U.S. Markets Closed. Dow  0.51% Nasdaq  0.71%

Marathon Value Portfolio (MVPFX)

On Dec 24: 14.33   0.04 (0.28%)

MORE ON MVPFX

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Low Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2004): 14.03% Worst 1 Yr Total Return (2008): -23.33% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic MVPFX Category Alpha (against Standard Index) 1.74 0.06 Beta (against Standard Index) 0.75 1.00 Mean Annual Return -1.79 -0.33 R-squared (against Standard Index) 95 95.82 Standard Deviation 15.18 20.42 Sharpe Ratio -0.19 N/A Treynor Ratio -5.44 N/A 5 Years Statistic MVPFX Category Alpha (against Standard Index) 1.20 0.04 Beta (against Standard Index) 0.76 1.01 Mean Annual Return 2.67 0.17 R-squared (against Standard Index) 94 95.19 Standard Deviation 12.60 16.64 Sharpe Ratio 0.04 N/A Treynor Ratio -0.41 N/A 10 Years Statistic MVPFX Category Alpha (against Standard Index) N/A 0.81 Beta (against Standard Index) N/A 0.96 Mean Annual Return N/A 0.14 R-squared (against Standard Index) N/A 91.13 Standard Deviation N/A 16.39 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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