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WHG Income Opportunity Inst (WHGIX)
On
Nov 30
:
10.04
0.02
(0.20%)
MORE ON WHGIX
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Risk
As of 31-Oct-09
Get
Risk
for:
RISK OVERVIEW
Morningstar Risk Rating:
Below average
Number of Years Up:
2
Number of Years Down:
1
Best 1 Yr Total Return
(2006)
:
12.60%
Worst 1 Yr Total Return
(2008)
:
-4.58%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
WHGIX
Category
Alpha (against Standard Index)
0.24
-0.86
Beta (against Standard Index)
0.34
0.74
Mean Annual Return
2.09
0.06
R-squared (against Standard Index)
44
86.33
Standard Deviation
6.62
10.51
Sharpe Ratio
-0.02
N/A
Treynor Ratio
-0.97
N/A
5 Years
Statistic
WHGIX
Category
Alpha (against Standard Index)
N/A
-1.44
Beta (against Standard Index)
N/A
0.71
Mean Annual Return
N/A
0.26
R-squared (against Standard Index)
N/A
84.96
Standard Deviation
N/A
8.32
Sharpe Ratio
N/A
N/A
Treynor Ratio
N/A
N/A
10 Years
Statistic
WHGIX
Category
Alpha (against Standard Index)
N/A
-1.02
Beta (against Standard Index)
N/A
0.71
Mean Annual Return
N/A
0.29
R-squared (against Standard Index)
N/A
78.75
Standard Deviation
N/A
8.01
Sharpe Ratio
N/A
N/A
Treynor Ratio
N/A
N/A
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