Advisory Research Global Value Fund

Class Other (ADVWX)
Scorecard
2 / 5 Stars
Lipper
3 4 3 2 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 15.16
Mean 0.75
Sharpe Ratio 0.59
Bear Market Decile Rank 71

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
MSCI ACWI Ex USA NR USD
Best Fit Index
Morningstar Lifetime Moderate 2050
R-Squared 91.16 96.6
Beta 0.86 1.14
Alpha 4.46 -2.95