FPA Perennial Fund

Class Inv (FPPFX)
Scorecard
3 / 5 Stars
Lipper
3 3 3 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 16.6
Mean 1.18
Sharpe Ratio 0.85
Bear Market Decile Rank 82

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar Mid Cap TR USD
R-Squared 85.59 91.64
Beta 1.25 1.07
Alpha -6.07 -3.21

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