RSRFX - Reaves Utilities and Energy Infras Instl

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★
Number of Years Up11
Number of Years Down2
Best 1 Yr Total Return (May 30, 2018)23.37%
Worst 1 Yr Total Return (May 30, 2018)-40.65%

Risk Statistics

3 Years
RSRFXCategory Average
5 Years
RSRFXCategory Average
10 Years
RSRFXCategory Average
Alpha
2.64-0.02
3.08-0
0.83-0.01
Beta
0.540.01
0.570.01
0.710.01
Mean Annual Return
0.60
0.70.01
0.450
R-squared
38.270.53
40.470.55
71.130.77
Standard Deviation
9.420.11
9.210.1
14.040.15
Sharpe Ratio
0.690
0.870.01
0.360
Treynor Ratio
11.640.04
13.840.09
5.80.04