LOMAX - Edgar Lomax Value Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (Feb 3, 2019)31.49%
Worst 1 Yr Total Return (Feb 3, 2019)-34.05%

Risk Statistics

3 Years
LOMAXCategory Average
5 Years
LOMAXCategory Average
10 Years
LOMAXCategory Average
Alpha
0.33-0.04
-0.39-0.03
1.1-0.02
Beta
0.830.01
0.850.01
0.810.01
Mean Annual Return
1.060.01
0.760.01
1.030.01
R-squared
85.620.87
86.920.87
88.870.9
Standard Deviation
10.770.13
10.830.12
10.80.13
Sharpe Ratio
1.030.01
0.740.01
1.090.01
Treynor Ratio
13.60.09
9.180.07
14.560.11