Oceanstone Fund
(OSFDX)
38.36
-0.06
-0.16%
-0.06
-0.16%
MORE ON OSFDX
PORTFOLIO STATS
| SIZE | FUND | CATEGORY |
|---|---|---|
| Median Market Cap | 618.30 Mil | 7.84 Bil |
| MARKET CAPITALIZATION | % OF PORTFOLIO |
|---|---|
| Giant | 0.00 |
| Large | 0.00 |
| Medium | 0.00 |
| Small | 7.91 |
| Micro | 7.87 |
| INVESTMENT VALUATION | STOCK PORTFOLIO | CATEGORY |
|---|---|---|
| Price/Book | 2.46 | 1.79 |
| Price/Earnings | 6.12 | NA |
| Price/Cash Flow | 2.30 | NA |
| Price/Sales | 0.11 | NA |
MORNINGSTAR HISTORICAL RATINGS
| PERIOD | MORNINGSTAR RETURN | RISK | MORNINGSTAR RATING |
|---|---|---|---|
| 3 Year | Above Average | High |
|
| 5 Year | High | High |
|
| 10 Year | NA | NA | NA |
| Overall | High | High |
|
SECTOR WEIGHTINGS
This information is not available right now.
MODERN PORTFOLIO THEORY STATISTICS
| MEASUREMENT |
STANDARD INDEX S&P 500 TR USD |
|---|---|
| R-Squared (1-year) | 78.45 |
| Beta (1-year) | 1.32 |
| Alpha (1-year) | -3.68 |
VOLATILITY MEASURES
| STANDARD DEVIATION | 20.96 |
|---|---|
| Mean | 1.53 |
| Treynor Ratio | 76.06 |
| Sharpe Ratio | 0.87 |
- What does this mean?
-
Morningstar ratings data through 5/31/2013 - Morningstar portfolio data through 3/31/2013
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
ASSET ALLOCATION
This information is not available right now.