Nasdaq - Delayed Quote USD
Beck Mack + Oliver Partners (BMPEX)
24.24
-0.12
(-0.49%)
As of 8:05:08 AM EDT. Market Open.
Fund Summary
The fund invests primarily in a portfolio of common stocks and securities convertible into or exercisable for common stocks issued by companies of any size, but it may also invest in preferred stocks and fixed, variable and floating rate fixed-income securities such as investment grade notes, bonds and debentures. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 53.67% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -8.70% |
| 5y Average Return | 17.90% |
| Rank in Category (ytd) | 93 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.22 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BMPEX | Category Average | BMPEX | Category Average | BMPEX | Category Average | |
| Alpha | -1.25 | -0.01 | 1.57 | -0.01 | -4.06 | -0.01 |
| BETA | 1.22 | 0.01 | 1.13 | 0.01 | 1.21 | 0.01 |
| Mean Annual Return | 0.85 | 0.01 | 1.85 | 0.01 | 0.94 | 0.01 |
| R-squared | 84.56 | 0.94 | 77.61 | 0.95 | 80.58 | 0.95 |
| Standard Deviation | 22.97 | 0.17 | 21.64 | 0.19 | 20.69 | 0.15 |
| Sharpe Ratio | 0.25 | 0 | 0.89 | 0.01 | 0.45 | 0.01 |
| Treynor Ratio | 2.69 | 0.03 | 16.87 | 0.1 | 6.22 | 0.1 |
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