FPA Perennial Fund

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

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 16.7
Mean 1.12
Sharpe Ratio 0.8
Bear Market Decile Rank 82

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar Mid Cap TR USD
R-Squared 84.76 91.1
Beta 1.23 1.07
Alpha -4.05 -3.06

See Also:

Top FPA Funds