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Pacific Advisors Income & Equity A (PADIX)

On Dec 8: 9.53   0.01 (0.10%)

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Risk  As of 31-Oct-09 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): 7.25% Worst 1 Yr Total Return (2008): -17.49% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic PADIX Category Alpha (against Standard Index) -2.58 -0.86 Beta (against Standard Index) 0.62 0.74 Mean Annual Return -1.19 0.06 R-squared (against Standard Index) 89 86.33 Standard Deviation 8.60 10.51 Sharpe Ratio -0.37 N/A Treynor Ratio -5.83 N/A 5 Years Statistic PADIX Category Alpha (against Standard Index) -3.39 -1.44 Beta (against Standard Index) 0.60 0.71 Mean Annual Return 0.64 0.26 R-squared (against Standard Index) 86 84.96 Standard Deviation 6.90 8.32 Sharpe Ratio -0.31 N/A Treynor Ratio -4.00 N/A 10 Years Statistic PADIX Category Alpha (against Standard Index) -1.73 -1.02 Beta (against Standard Index) 0.43 0.71 Mean Annual Return 2.02 0.29 R-squared (against Standard Index) 58 78.75 Standard Deviation 5.64 8.01 Sharpe Ratio -0.14 N/A Treynor Ratio -2.21 N/A
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