Nasdaq - Delayed Quote USD

Adirondack Small Cap (ADKSX)

31.94 +0.29 (+0.92%)
At close: 8:05:07 AM EST

Fund Summary

The fund seeks to achieve its objective by investing in a diversified portfolio of undervalued common stocks of small capitalization companies as determined by the Advisor. Under normal circumstances, at least 80% of the fund’s total assets will be invested in common stocks of small capitalization companies. It will invests primarily in the common stock of domestic companies but may occasionally invest up to 15% of its total assets in sponsored ADRs issued by foreign companies.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 55.98%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 5

Performance & Risk

YTD Return 20.57%
5y Average Return 13.22%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
ADKSXCategory AverageADKSXCategory AverageADKSXCategory Average
Alpha 3.81 -0.12 -0.62 -0.08 -4.94 -0.07
BETA 0.94 0.01 1.1 0.01 1.12 0.01
Mean Annual Return 1.31 0.01 1.43 0.01 0.85 0.01
R-squared 58.65 0.78 64.37 0.72 63.44 0.73
Standard Deviation 21.33 0.28 24.96 0.23 21.44 0.2
Sharpe Ratio 0.55 0 0.59 0.01 0.39 0.01
Treynor Ratio 10.88 0.06 11.21 0.09 5.68 0.08

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