Nasdaq - Delayed Quote USD
Seafarer Overseas Value Investor (SFVLX)
14.88
-0.08
(-0.53%)
At close: May 30 at 8:02:12 PM EDT
Fund Summary
Under normal market conditions, the fund seeks to achieve its investment objective by investing primarily in common stocks, preferred stocks, and debt obligations of foreign companies (which the fund regards as companies located outside the U.S).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 22.92% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 15.88% |
| 5y Average Return | 12.42% |
| Rank in Category (ytd) | 3 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.74 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SFVLX | Category Average | SFVLX | Category Average | SFVLX | Category Average | |
| Alpha | -0.94 | 0.02 | 2.68 | 0.01 | -- | -0.01 |
| BETA | 0.74 | 0.01 | 0.76 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.57 | 0.01 | 0.96 | 0.01 | -- | 0 |
| R-squared | 79.73 | 0.82 | 77.51 | 0.79 | -- | 0.8 |
| Standard Deviation | 13.04 | 0.2 | 12.99 | 0.17 | -- | 0.18 |
| Sharpe Ratio | 0.18 | 0.01 | 0.67 | 0.01 | -- | 0 |
| Treynor Ratio | 2.06 | 0.1 | 11.06 | 0.11 | -- | 0.04 |
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