BOI AXA Reg Return Eco-DQ    Plan:
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Plan Suspended for Sales



 
 Returns and Risk Aggregates
 Rating & Risk    Modern Portfolio Stat    Volatility Measures
 Fund Rating    R-Squared 0.65    Mean 5.70
 Fund Risk Grade Average    Alpha -0.29    Standard Deviation 3.04
 Fund Return Grade Below Average    Beta 0.54    Sharpe Ratio -0.05

 Best and Worst Performance
     Best (Period) Worst (Period)
Month   5.71  (17/04/2009  -  19/05/2009) -3.86  (10/06/2009  -  10/07/2009)
Quarter   7.65  (20/03/2009  -  19/06/2009) -2.99  (26/11/2009  -  25/02/2010)
Year   12.74  (02/01/2012  -  01/01/2013) -0.37  (05/06/2009  -  07/06/2010)
 Relative Performance (Fund Vs Category Average)
 Trailing Returns
As of 17 May 2013  Fund Return  Category Return   VR MIP  
Year-to-Date 1.60 4.03 4.41
1-Week 0.06 0.86 0.51
1-Month 1.45 2.91 3.06
3-Month 1.92 3.65 3.36
1-Year 10.41 12.42 13.80
2-Year 8.05 9.05 8.16
3-Year 6.36 7.93 6.88
5-Year -- 7.68 5.89
Return less than 1-year are absolute and over 1 year are annualised
 Annual Returns
    2012 2011 2010 2009 2008
Fund Return   12.61 2.08 1.58 -- --
Rank In Category   28/59 25/58 55/57 -- --
Category Average   12.83 1.93 7.47 14.33 -3.33
VR MIP    13.66  -3.73  8.22  14.64  -5.89
 Quarterly Returns
  Q1 Q2 Q3 Q4
2013 -0.42 -- -- --
2012 3.52 1.79 3.50 3.25
2011 -0.17 1.04 0.51 0.68
2010 -1.23 -0.20 1.69 1.34
2009 -- 7.29 5.00 -0.39
 
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