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Marsico 21st Century (MXXIX)

On Dec 22: 12.18   0.05 (0.41%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: High Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2004): 22.30% Worst 1 Yr Total Return (2008): -45.22% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic MXXIX Category Alpha (against Standard Index) 2.07 2.20 Beta (against Standard Index) 1.16 0.99 Mean Annual Return -5.74 -0.14 R-squared (against Standard Index) 88 88.76 Standard Deviation 24.55 21.04 Sharpe Ratio -0.21 N/A Treynor Ratio -6.91 N/A 5 Years Statistic MXXIX Category Alpha (against Standard Index) 2.71 0.80 Beta (against Standard Index) 1.19 1.01 Mean Annual Return 2.42 0.24 R-squared (against Standard Index) 85 86.59 Standard Deviation 20.68 17.50 Sharpe Ratio 0.08 N/A Treynor Ratio -0.48 N/A 10 Years Statistic MXXIX Category Alpha (against Standard Index) N/A -0.13 Beta (against Standard Index) N/A 1.04 Mean Annual Return N/A 0.05 R-squared (against Standard Index) N/A 78.99 Standard Deviation N/A 19.17 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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