• FirefoxUpgrade to the new Firefox »
  •  Dow Up1.69% Nasdaq Up2.12%

    Villere Balanced Inv (VILLX)

    24.38 Up 0.55(2.31%) Dec 17

    Risk as of Nov 29, 2014Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:5
    Number of Years Up11
    Number of Years Down3
    Best 1 Yr Total Return(Dec 30, 2003):33.64%
    Worst 1 Yr Total Return(Dec 30, 2008):-27.85%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticVILLXCategory
    Alpha (against Standard Index)3.181.21
    Beta (against Standard Index)1.020.99
    Mean Annual Return1.160.97
    R-squared (against Standard Index)68.2290.50
    Standard Deviation7.856.68
    Sharpe Ratio1.761.76
    Treynor Ratio14.1612.27
    5 Years
    StatisticVILLXCategory
    Alpha (against Standard Index)3.350.32
    Beta (against Standard Index)1.301.05
    Mean Annual Return1.260.82
    R-squared (against Standard Index)75.0094.42
    Standard Deviation12.659.13
    Sharpe Ratio1.191.09
    Treynor Ratio11.779.50
    10 Years
    StatisticVILLXCategory
    Alpha (against Standard Index)0.04-0.87
    Beta (against Standard Index)1.241.06
    Mean Annual Return0.710.55
    R-squared (against Standard Index)72.5093.68
    Standard Deviation13.9810.58
    Sharpe Ratio0.500.49
    Treynor Ratio5.114.53