Nasdaq - Delayed Quote USD
Blue Chip Investor Fund (BCIFX)
203.47
+1.12
+(0.55%)
At close: 8:00:07 PM EDT
Fund Summary
The fund invests primarily in the common stocks of industry-dominant companies whose earnings have demonstrated superior growth. It invests in medium to large capitalization companies. The average market capitalization of holdings is usually larger than $5 billion. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.25% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -1.58% |
| 5y Average Return | 13.10% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BCIFX | Category Average | BCIFX | Category Average | BCIFX | Category Average | |
| Alpha | -2.4 | -0.01 | -1.19 | -0.03 | -4.39 | -0.03 |
| BETA | 1.01 | 0.01 | 1 | 0.01 | 1.05 | 0.01 |
| Mean Annual Return | 0.65 | 0.01 | 1.46 | 0.01 | 0.77 | 0.01 |
| R-squared | 83.24 | 0.78 | 82.45 | 0.83 | 81.8 | 0.84 |
| Standard Deviation | 19.18 | 0.17 | 18.7 | 0.19 | 17.87 | 0.16 |
| Sharpe Ratio | 0.17 | 0 | 0.78 | 0 | 0.4 | 0.01 |
| Treynor Ratio | 1.59 | 0.04 | 14.08 | 0.07 | 5.57 | 0.08 |
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