Portfolio Style Drift Check with StyleCheck

Version 1.0

Analysis based on Data thru: 12/31/2009

Trailing Periods of Monthly Returns where "5" means the past 5 years of trailing monthly data.
Measures how closely the Fund is correlated with the Index. An R-squared of 1 means perfectly correlated.
Measures volatility of the fund in comparison to the index. If Beta is > 1, then the fund is more volatile than the index. If the Beta is < 1, then the fund is less volatile than the index.
Measure of risk-adjusted performance compared to the index. If the Alpha is positive, then the fund is outperforming the index. If the Alpha is negative, then the fund is underperforming the index.




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Analytics are derived from monthly historical performance data that is believed to be accurate. Software and Analytics are © Copyright 2009 Torrid Technologies, Inc. All Rights Reserved.