Edelweiss MIP-G    Plan:
Add to My Watchlist
Fund not rated



 
 Returns and Risk Aggregates
 Rating & Risk    Modern Portfolio Stat    Volatility Measures
 Fund Rating Not Rated    R-Squared 0.29    Mean 8.63
 Fund Risk Grade --    Alpha 2.31    Standard Deviation 4.24
 Fund Return Grade --    Beta 0.50    Sharpe Ratio 0.63

 Best and Worst Performance
     Best (Period) Worst (Period)
Month   6.95  (15/04/2013  -  15/05/2013) -2.19  (27/07/2011  -  26/08/2011)
Quarter   7.22  (28/02/2013  -  30/05/2013) -2.12  (20/09/2011  -  20/12/2011)
Year   18.26  (17/05/2012  -  17/05/2013) 2.62  (20/12/2010  -  20/12/2011)
 Relative Performance (Fund Vs Category Average)
 Trailing Returns
As of 19 Jun 2013  Fund Return  Category Return   VR MIP  
Year-to-Date 7.71 3.38 3.53
1-Week 0.27 0.34 0.31
1-Month -0.43 -0.66 -1.26
3-Month 6.30 2.95 2.50
1-Year 17.06 10.57 10.69
2-Year 10.21 8.44 7.64
3-Year 8.71 7.48 6.65
5-Year -- 7.98 6.51
Return less than 1-year are absolute and over 1 year are annualised
 Annual Returns
    2012 2011 2010 2009 2008
Fund Return   13.98 2.85 -- -- --
Rank In Category   14/59 16/58 -- -- --
Category Average   12.77 1.91 7.47 14.68 -3.42
VR MIP    13.66  -3.73  8.22  14.64  -5.89
 Quarterly Returns
  Q1 Q2 Q3 Q4
2013 1.31 -- -- --
2012 5.03 0.19 4.77 3.39
2011 2.06 2.76 -1.08 -0.87
2010 -- 1.27 0.91 0.66
 
Value Research Star Rating