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Sunday, December 6, 2009, 10:43PM ET - U.S. Markets Closed. Dow  0.22% Nasdaq  0.98%

Schwartz Value (RCMFX)

On Dec 4: 18.59   0.02 (0.11%)

MORE ON RCMFX

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Low Number of Years Up: 3 Number of Years Down: 2 Best 1 Yr Total Return (2004): 22.60% Worst 1 Yr Total Return (2008): -35.94% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic RCMFX Category Alpha (against Standard Index) -2.96 1.01 Beta (against Standard Index) 0.99 1.19 Mean Annual Return -9.85 -0.48 R-squared (against Standard Index) 86 87.23 Standard Deviation 20.71 24.84 Sharpe Ratio -0.51 N/A Treynor Ratio -12.45 N/A 5 Years Statistic RCMFX Category Alpha (against Standard Index) -1.17 1.42 Beta (against Standard Index) 1.02 1.21 Mean Annual Return -1.16 0.23 R-squared (against Standard Index) 83 84.16 Standard Deviation 17.79 21.07 Sharpe Ratio -0.14 N/A Treynor Ratio -4.10 N/A 10 Years Statistic RCMFX Category Alpha (against Standard Index) 7.20 7.80 Beta (against Standard Index) 0.91 1.01 Mean Annual Return 6.41 0.68 R-squared (against Standard Index) 68 64.84 Standard Deviation 17.68 20.31 Sharpe Ratio 0.28 N/A Treynor Ratio 3.78 N/A
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