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Sarofim Equity (SRFMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.29+0.09 (+0.56%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up6
Number of years down3
Best 1-yr total return (24 June 2024)35.56%
Worst 1-yr total return (24 June 2024)N/A

Risk statistics

3 years
SRFMXCategory average
5 years
SRFMXCategory average
10 years
SRFMXCategory average
Alpha
-2.82-0.01
-0.62-0.01
-1.09-0.01
BETA
0.980.01
0.970.01
0.960.01
Mean annual return
0.650.01
1.280.01
0.970.01
R-squared
94.80.94
95.90.95
95.460.95
Standard deviation
17.890.17
18.10.19
15.080.15
Sharpe ratio
0.250
0.730.01
0.670.01
Treynor ratio
3.140.03
12.770.1
9.840.1