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Schwartz Value (RCMFX)

On Feb 9: 18.69   0.15 (0.81%)

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Risk  As of 31-Jan-10 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Low Number of Years Up: 3 Number of Years Down: 2 Best 1 Yr Total Return (2009): 34.84% Worst 1 Yr Total Return (2008): -35.94% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic RCMFX Category Alpha (against Standard Index) -2.39 1.82 Beta (against Standard Index) 0.97 1.17 Mean Annual Return -9.39 -0.41 R-squared (against Standard Index) 85 85.44 Standard Deviation 20.83 25.24 Sharpe Ratio -0.46 N/A Treynor Ratio -11.75 N/A 5 Years Statistic RCMFX Category Alpha (against Standard Index) -1.30 1.33 Beta (against Standard Index) 0.99 1.18 Mean Annual Return -1.35 0.22 R-squared (against Standard Index) 81 82.54 Standard Deviation 17.57 20.90 Sharpe Ratio -0.15 N/A Treynor Ratio -4.30 N/A 10 Years Statistic RCMFX Category Alpha (against Standard Index) 7.36 7.20 Beta (against Standard Index) 0.91 1.00 Mean Annual Return 6.71 0.64 R-squared (against Standard Index) 68 64.16 Standard Deviation 17.62 20.24 Sharpe Ratio 0.30 N/A Treynor Ratio 4.28 N/A
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