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Edgar Lomax Value (LOMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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14.66

-0.03

(-0.20%)

At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★

Number of years up18

Number of years down8

Best 1-yr total return (2 Jul 2024)31.49%

Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years

LOMAXCategory average

5 years

LOMAXCategory average

10 years

LOMAXCategory average

Alpha

-1.85-0.01

-4.61-0.03

-2.38-0.03

BETA

0.690.01

0.830.01

0.830.01

Mean annual return

0.570.01

0.730.01

0.750.01

R-squared

66.610.78

73.150.83

770.84

Standard deviation

150.17

17.430.19

14.450.16

Sharpe ratio

0.230

0.370

0.510.01

Treynor ratio

3.660.04

6.30.07

7.940.08