Nasdaq - Delayed Quote • USD
Muhlenkamp (MUHLX)
At close: 8:01 PM EDT
Fund Summary
The fund principally invests in a diversified list of common stocks of companies of any capitalization, determined by the investment adviser to be highly profitable, yet undervalued. The Adviser looks for companies the advisor believes to have above-average profitability, as measured by corporate return-on-equity, and that sell at below-average prices, as measured by price-to-earnings-ratios.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 34.43% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 26 |
| Number of Years Down | 9 |
Performance & Risk
| YTD Return | 4.42% |
| 5y Average Return | 12.99% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.56 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MUHLX | Category Average | MUHLX | Category Average | MUHLX | Category Average | |
| Alpha | 4.58 | -0.06 | 1.5 | -0.05 | -3.72 | -0.03 |
| BETA | 0.56 | 0.01 | 0.81 | 0.01 | 0.84 | 0.01 |
| Mean Annual Return | 1.07 | 0.01 | 1.23 | 0.01 | 0.65 | 0.01 |
| R-squared | 62.99 | 0.88 | 74.93 | 0.87 | 76.79 | 0.88 |
| Standard Deviation | 12.4 | 0.2 | 17.2 | 0.16 | 14.5 | 0.15 |
| Sharpe Ratio | 0.8 | 0.01 | 0.73 | 0.01 | 0.43 | 0.01 |
| Treynor Ratio | 17.51 | 0.11 | 14.65 | 0.11 | 6.47 | 0.1 |
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