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Tuesday, December 1, 2009, 7:56PM ET - U.S. Markets Closed. Dow  1.23% Nasdaq  1.46%

TS&W Equity (TSWEX)

On Dec 1: 9.60   0.14 (1.48%)

MORE ON TSWEX

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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): 13.76% Worst 1 Yr Total Return (2008): -34.68% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic TSWEX Category Alpha (against Standard Index) -0.27 0.38 Beta (against Standard Index) 0.96 1.00 Mean Annual Return -6.86 -0.41 R-squared (against Standard Index) 98 95.50 Standard Deviation 18.93 20.09 Sharpe Ratio -0.41 N/A Treynor Ratio -9.69 N/A 5 Years Statistic TSWEX Category Alpha (against Standard Index) 0.11 0.26 Beta (against Standard Index) 0.96 1.01 Mean Annual Return 0.53 0.16 R-squared (against Standard Index) 95 94.84 Standard Deviation 15.70 16.47 Sharpe Ratio -0.08 N/A Treynor Ratio -2.59 N/A 10 Years Statistic TSWEX Category Alpha (against Standard Index) 1.37 0.84 Beta (against Standard Index) 0.92 0.97 Mean Annual Return 0.65 0.11 R-squared (against Standard Index) 88 91.16 Standard Deviation 15.86 16.35 Sharpe Ratio -0.06 N/A Treynor Ratio -2.52 N/A
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