From the June 2004 issue of Investment Advisor • Subscribe!

Key Benchmarks

1-yr annualized 3-yr annualized 5-yr annualized

Rtn. Std. Dev. Rtn. Std. Dev. Rtn. Std. Dev.

S&P 50022.81%8.77%-2.36%16.49%-2.25%16.86%

S&P/IFCI 55.4315.0615.8721.707.2522.62

Average

Emerging

Market

Fund32.8210.08-0.3817.13-1.3017.32

Glossary

Fund Stars Funds are ranked on a three-year Sharpe ratio relative to their peers. A 5 is assigned to the top 10% that also outperform their benchmark over 3 years. About the next 20% are ranked 4; 40% are 3; 20% are 2; and 10% are 1.

Standard Deviation Variability of a fund's return around its mean.

Reprints Discuss this story
We welcome your thoughts. Please allow time for your contribution to be approved and posted. Thank you.

Most Recent Videos

Video Library ››