Advisory Research All Cap Value Fund

Class Other (ADVGX)
Scorecard
2 / 5 Stars
Lipper
2 2 5 3 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 12.59
Mean 0.99
Sharpe Ratio 0.94
Bear Market Decile Rank 40

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Russell 3000 TR USD
R-Squared 94.29 95.08
Beta 0.98 0.94
Alpha -2.04 -1.76