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Stratton Small-Cap Value (STSCX)

On Nov 27: 37.96   0.89 (2.29%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Below average Number of Years Up: 3 Number of Years Down: 2 Best 1 Yr Total Return (2004): 26.43% Worst 1 Yr Total Return (2008): -25.77% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic STSCX Category Alpha (against Standard Index) 0.64 1.01 Beta (against Standard Index) 1.01 1.19 Mean Annual Return -6.80 -0.48 R-squared (against Standard Index) 86 87.23 Standard Deviation 21.24 24.84 Sharpe Ratio -0.34 N/A Treynor Ratio -9.11 N/A 5 Years Statistic STSCX Category Alpha (against Standard Index) 2.77 1.42 Beta (against Standard Index) 1.08 1.21 Mean Annual Return 2.47 0.23 R-squared (against Standard Index) 79 84.16 Standard Deviation 19.25 21.07 Sharpe Ratio 0.07 N/A Treynor Ratio -0.51 N/A 10 Years Statistic STSCX Category Alpha (against Standard Index) 9.42 7.80 Beta (against Standard Index) 0.85 1.01 Mean Annual Return 8.89 0.68 R-squared (against Standard Index) 58 64.84 Standard Deviation 17.98 20.31 Sharpe Ratio 0.40 N/A Treynor Ratio 6.95 N/A
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