SURFX - Hawaii Municipal Fund Class Investor

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★
Number of Years Up26
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)12.20%
Worst 1 Yr Total Return (Feb 3, 2019)-4.97%

Risk Statistics

3 Years
SURFXCategory Average
5 Years
SURFXCategory Average
10 Years
SURFXCategory Average
Alpha
-0.76-0.01
-0.37-0.01
0.15-0.01
Beta
0.730.01
0.730.01
0.720.01
Mean Annual Return
0.130
0.210
0.30
R-squared
97.10.96
96.760.95
89.710.94
Standard Deviation
2.540.03
2.20.03
2.760.03
Sharpe Ratio
0.020
0.730.01
1.130.01
Treynor Ratio
0.020
2.20.02
4.430.04