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Litman Gregory Masters Equity Instl (MSEFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.96+0.06 (+0.50%)
As of 08:06AM EDT. Market open.

Risk overview

Morningstar risk rating★★★★★
Number of years up20
Number of years down7
Best 1-yr total return (2 Jul 2024)44.30%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
MSEFXCategory average
5 years
MSEFXCategory average
10 years
MSEFXCategory average
Alpha
-9.79-0.01
-5.53-0.01
-2.09-0
BETA
1.070.01
1.110.01
1.110.01
Mean annual return
-0.240.01
0.610.01
0.660.01
R-squared
93.940.95
92.990.93
91.510.91
Standard deviation
18.430.18
200.15
17.130.15
Sharpe ratio
-0.340.01
0.250.01
0.370.01
Treynor ratio
-7.410.12
2.780.12
4.570.09