City National Rochdale Socially Responsible Equity Fund

Class Inst (AHSRX)
Scorecard
2 / 5 Stars
Lipper
1 1 5 4 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 12.57
Mean 0.93
Sharpe Ratio 0.89
Bear Market Decile Rank 65

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar US Core TR USD
R-Squared 95.16 96.65
Beta 0.98 0.98
Alpha -2.79 -4.05