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Stralem Equity Fund (STEFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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4.9100-0.0200 (-0.41%)
At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★
Number of Years Up15
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)28.84%
Worst 1 Yr Total Return (Feb 3, 2019)-28.77%

Risk Statistics

3 Years
STEFXCategory Average
5 Years
STEFXCategory Average
10 Years
STEFXCategory Average
Alpha
-4.41-0.01
-2.79-0.01
-2.1-0.01
BETA
0.970.01
0.950.01
0.90.01
Mean Annual Return
0.580.01
0.670.01
0.890.01
R-squared
96.310.94
94.970.95
93.70.95
Standard Deviation
16.740.17
14.390.19
12.510.15
Sharpe Ratio
0.310
0.480.01
0.80.01
Treynor Ratio
4.130.03
6.370.1
10.760.1