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North Star Micro Cap Fund (NSMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.52+0.11 (+0.29%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up7
Number of years down3
Best 1-yr total return (1 July 2024)37.19%
Worst 1-yr total return (1 July 2024)N/A

Risk statistics

3 years
NSMVXCategory average
5 years
NSMVXCategory average
10 years
NSMVXCategory average
Alpha
-12.13-0.09
-4.83-0.06
-5.02-0.06
BETA
0.920.01
1.140.01
1.040.01
Mean annual return
-0.170.01
1.130.01
0.720.01
R-squared
73.290.83
74.520.77
66.540.78
Standard deviation
19.250.26
24.120.21
19.520.19
Sharpe ratio
-0.280
0.470.01
0.360.01
Treynor ratio
-7.620.08
7.840.1
5.150.09