Ratings & Risk for Tocqueville Small Cap (TSCVX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Above Average
    		192
    5-Year Below Average Above Average
    		164
    10-Year Average Above Average
    		110
    Overall Average 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 25.60 -0.44 -0.30
    5-Year 22.19 0.03 -0.12
    10-Year 23.31 0.65 0.21
    15-Year 22.04 0.90 0.32
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 85.01 1.25 0.89
    3-Year 85.14 1.21 1.68
    5-Year 77.64 1.23 -0.97
    10-Year 58.82 1.11 7.70

    S&P 500 TR

    Trailing data as of 10/31/2009