Edelweiss MIP-DM    Plan:
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Fund not rated



 
 Returns and Risk Aggregates
 Rating & Risk    Modern Portfolio Stat    Volatility Measures
 Fund Rating Not Rated    R-Squared 0.39    Mean 6.93
 Fund Risk Grade --    Alpha 0.96    Standard Deviation 3.27
 Fund Return Grade --    Beta 0.45    Sharpe Ratio 0.33

 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   6.62  (14/02/2013  -  16/05/2013) -2.12  (20/09/2011  -  20/12/2011)
Year   18.11  (16/05/2012  -  16/05/2013) 2.62  (20/12/2010  -  20/12/2011)
 Relative Performance (Fund Vs Category Average)
 Trailing Returns
As of 17 May 2013  Fund Return  Category Return   VR MIP  
Year-to-Date 8.17 4.03 4.41
1-Week 0.31 0.86 0.51
1-Month 6.56 2.91 3.06
3-Month 6.68 3.65 3.36
1-Year 18.26 12.42 13.80
2-Year 11.00 9.05 8.16
3-Year 8.99 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   13.98 2.85 -- -- --
Rank In Category   14/59 16/58 -- -- --
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 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
 
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