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W.P. Stewart & Co. Growth Fund (WPSGX)

On Dec 21: 142.52   1.05 (0.74%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Low Number of Years Up: 3 Number of Years Down: 2 Best 1 Yr Total Return (2004): 17.73% Worst 1 Yr Total Return (2008): -31.06% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WPSGX Category Alpha (against Standard Index) 1.18 2.20 Beta (against Standard Index) 0.86 0.99 Mean Annual Return -3.55 -0.14 R-squared (against Standard Index) 87 88.76 Standard Deviation 18.31 21.04 Sharpe Ratio -0.23 N/A Treynor Ratio -6.73 N/A 5 Years Statistic WPSGX Category Alpha (against Standard Index) -0.07 0.80 Beta (against Standard Index) 0.90 1.01 Mean Annual Return 0.76 0.24 R-squared (against Standard Index) 80 86.59 Standard Deviation 16.07 17.50 Sharpe Ratio -0.06 N/A Treynor Ratio -2.47 N/A 10 Years Statistic WPSGX Category Alpha (against Standard Index) 0.30 -0.13 Beta (against Standard Index) 0.86 1.04 Mean Annual Return 0.16 0.05 R-squared (against Standard Index) 80 78.99 Standard Deviation 15.53 19.17 Sharpe Ratio -0.10 N/A Treynor Ratio -3.22 N/A
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