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Villere Balanced Inv (VILLX)

On Dec 4: 14.05   0.16 (1.15%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: High Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2004): 15.17% Worst 1 Yr Total Return (2008): -27.85% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic VILLX Category Alpha (against Standard Index) -3.43 -2.88 Beta (against Standard Index) 1.14 1.08 Mean Annual Return -3.73 -0.13 R-squared (against Standard Index) 71 93.44 Standard Deviation 17.72 14.69 Sharpe Ratio -0.26 N/A Treynor Ratio -5.38 N/A 5 Years Statistic VILLX Category Alpha (against Standard Index) -3.02 -2.47 Beta (against Standard Index) 1.19 1.06 Mean Annual Return 1.38 0.23 R-squared (against Standard Index) 70 92.52 Standard Deviation 15.27 11.89 Sharpe Ratio -0.03 N/A Treynor Ratio -1.38 N/A 10 Years Statistic VILLX Category Alpha (against Standard Index) -0.97 -2.17 Beta (against Standard Index) 1.13 1.05 Mean Annual Return 3.57 0.26 R-squared (against Standard Index) 65 86.72 Standard Deviation 13.79 11.31 Sharpe Ratio 0.11 N/A Treynor Ratio 0.53 N/A
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