Nasdaq - Delayed Quote • USD
Capital Advisors Growth Investor (CIAOX)
At close: 8:05 AM EDT
Fund Summary
The fund invests primarily in common stocks of domestic (U.S.) companies. Under normal conditions, the fund will invest at least 65% of its total assets in common stocks of companies that the advisor believes have the potential for long-term growth of capital. The advisor uses the growth style of investing. Growth stocks are equity securities of companies that have or are expected to have above average earnings growth.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 34.81% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | 6.69% |
| 5y Average Return | 14.18% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CIAOX | Category Average | CIAOX | Category Average | CIAOX | Category Average | |
| Alpha | -1.74 | 0.03 | 1.4 | 0.04 | -0.58 | 0.01 |
| BETA | 0.98 | 0.01 | 0.93 | 0.01 | 0.96 | 0.01 |
| Mean Annual Return | 0.87 | 0.02 | 1.35 | 0.02 | 1.02 | 0.01 |
| R-squared | 98.22 | 0.89 | 96.77 | 0.87 | 95.41 | 0.87 |
| Standard Deviation | 17.39 | 0.2 | 17.34 | 0.16 | 14.85 | 0.15 |
| Sharpe Ratio | 0.44 | 0.01 | 0.81 | 0.01 | 0.73 | 0.01 |
| Treynor Ratio | 6.56 | 0.21 | 14.63 | 0.21 | 10.78 | 0.15 |
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