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Sound Mind Investing (SMIFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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9.55

-0.03

(-0.31%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★

Number of Years Up13

Number of Years Down5

Best 1 Yr Total Return (Jun 27, 2024)35.52%

Worst 1 Yr Total Return (Jun 27, 2024)N/A

Risk Statistics

3 Years

SMIFXCategory Average

5 Years

SMIFXCategory Average

10 Years

SMIFXCategory Average

Alpha

0.46-0.03

2.89-0.02

0.86-0.01

BETA

0.740.02

1.080.02

1.190.02

Mean Annual Return

0.220.01

0.870.01

0.640.01

R-squared

59.490.95

71.040.94

71.920.92

Standard Deviation

11.990.19

15.860.15

14.030.14

Sharpe Ratio

-0.050.01

0.510.01

0.440.01

Treynor Ratio

-1.830.08

6.730.08

4.490.06