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Matrix Advisors Value (MAVFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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93.01+0.99 (+1.08%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up21
Number of years down6
Best 1-yr total return (30 May 2024)40.93%
Worst 1-yr total return (30 May 2024)N/A

Risk statistics

3 years
MAVFXCategory average
5 years
MAVFXCategory average
10 years
MAVFXCategory average
Alpha
-2.66-0.01
-2.87-0.03
-4.27-0.03
BETA
0.990.01
1.090.01
1.110.01
Mean annual return
0.550.01
1.030.01
0.820.01
R-squared
87.270.78
90.160.83
89.470.84
Standard deviation
18.740.17
21.190.19
17.830.16
Sharpe ratio
0.190
0.480
0.470.01
Treynor ratio
1.870.04
7.680.07
6.370.08