Ratings & Risk for Tocqueville (TOCQX)

Morningstar Category: Large Blend
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Average
    		514
    5-Year High Above Average
    		442
    10-Year High Above Average
    		300
    Overall High Above Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 19.80 -0.31 -0.31
    5-Year 17.06 0.36 0.08
    10-Year 16.84 0.50 0.18
    15-Year 16.54 0.77 0.34
    20-Year 14.94 0.82 0.39
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 95.86 0.94 4.94
    3-Year 95.39 0.99 1.54
    5-Year 91.26 1.02 2.72
    10-Year 81.90 0.94 5.42

    S&P 500 TR

    Trailing data as of 10/31/2009