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WHG Balanced Instl (WHGBX)

On Nov 27: 9.49   0.09 (0.94%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Low Number of Years Up: 1 Number of Years Down: 1 Best 1 Yr Total Return (2007): 10.05% Worst 1 Yr Total Return (2008): -19.42% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WHGBX Category Alpha (against Standard Index) -2.44 -2.88 Beta (against Standard Index) 0.81 1.08 Mean Annual Return -1.50 -0.13 R-squared (against Standard Index) 93 93.44 Standard Deviation 11.14 14.69 Sharpe Ratio -0.30 N/A Treynor Ratio -4.82 N/A 5 Years Statistic WHGBX Category Alpha (against Standard Index) N/A -2.47 Beta (against Standard Index) N/A 1.06 Mean Annual Return N/A 0.23 R-squared (against Standard Index) N/A 92.52 Standard Deviation N/A 11.89 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A 10 Years Statistic WHGBX Category Alpha (against Standard Index) N/A -2.17 Beta (against Standard Index) N/A 1.05 Mean Annual Return N/A 0.26 R-squared (against Standard Index) N/A 86.72 Standard Deviation N/A 11.31 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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