Professional Documents
Culture Documents
Risk Level
Fund Type Low Average High Total Result
Growth 63 152 91 306
Value 84 72 17 173
Total Result 147 224 108 479
Star Rating
Market Cap One Two Three Four Five Total Result
Small 3 28 40 24 2 97
MidCap 9 36 49 20 3 117
Large 28 69 109 45 14 265
Total Result 40 133 198 89 19 479
High Risk Bins Frequency Relative Frequency %Frequency Cummulative % FR
3.22 -15 6 0.06 5.56% 5.56%
2.56 -10 11 0.10 10.19% 15.74%
-0.33 -5 36 0.33 33.33% 49.07%
3.68 0 35 0.32 32.41% 81.48%
0.55 5 13 0.12 12.04% 93.52%
-3.38 10 6 0.06 5.56% 99.07%
0.62 15 1 0.01 0.93% 100.00%
-3.91 20 0 0 0.00% 100.00%
-5.04 Total 108 100.00%
-3.13
-4.74
-2.25
6.95
5.47
-8.48
-2.83
8.11
-7.95
-3.85
-1.35
2.30
0.84
2.36
-4.71
6.38
-5.64
-8.15
-3.40
-7.36
5.25
-3.10
-10.33
-0.85
2.09
10.07
-15.75
-7.21
-2.01
-8.00
-8.65
-1.58
-0.87
2.56
-7.80
-9.64
-8.34
-0.79
-4.85
-7.95
-1.69
-4.85
-1.69
-5.14
1.96
-10.84
-5.94
-1.74
-6.48
-8.64
-6.90
-5.40
-8.55
-0.14
-3.45
6.06
-3.91
-7.73
-6.84
3.88
-7.72
-0.39
-11.67
-6.60
-4.89
-8.34
-12.11
-6.20
-2.95
-13.26
-12.73
-7.32
-5.93
-9.00
-15.27
-5.78
-10.43
-4.05
-0.63
-0.73
-8.02
-17.33
1.08
-0.85
-10.83
-11.52
-8.15
-3.16
-9.91
-10.78
-18.79
-7.19
-0.25
-15.21
-6.52
-8.63
-17.37
-10.23
-0.24
Average Bins Frequency Relative Frequency %Frequency Cummulative % FR
9.77 -15 1 0.0044642857142857 0.45% 0.45%
2.83 -10 4 0.0178571428571429 1.79% 2.23%
13.11 -5 17 0.0758928571428571 7.59% 9.82%
1.92 0 115 0.513392857142857 51.34% 61.16%
2.25 5 70 0.3125 31.25% 92.41%
1.38 10 16 0.0714285714285714 7.14% 99.55%
-2.59 15 1 0.0044642857142857 0.45% 100.00%
-0.99 20 0 0 0.00% 100.00%
-1.53 Total 224 100.00%
-3.88
-1.43
5.81
0.01
-0.03
7.58
0.72
1.73
-3.81
-0.35
3.06
4.23
1.64
-0.80
8.40
1.77
2.52
1.10
0.18
-1.44
-0.51
1.90
-2.00
-1.15
3.34
-0.15
-1.15
1.59
-0.31
2.73
0.40
7.12
-2.58
-1.07
-0.42
2.21
-0.20
-0.04
8.42
7.02
-2.29
0.94
-5.76
0.93
3.64
0.42
-4.66
2.59
7.31
-0.07
-1.16
1.60
-0.92
3.02
1.12
-3.98
-2.27
1.66
1.12
-3.98
-2.27
1.68
-3.95
-5.57
-0.75
3.09
-3.48
-0.03
-1.48
-0.37
-2.80
-0.10
-0.07
-4.19
-4.76
-4.27
3.27
-3.99
-4.90
7.54
-3.22
-5.32
-0.33
-3.21
-2.61
-4.38
1.71
-3.09
-1.99
0.31
-0.21
-3.90
1.04
8.11
-0.48
-1.83
0.64
-0.88
-7.12
3.52
-6.88
3.34
-3.22
1.40
-0.44
4.97
1.09
-2.32
-1.04
-2.22
-4.38
5.47
2.99
-1.83
-2.06
1.38
6.43
-2.29
-0.02
-3.75
4.05
1.69
-3.62
-8.02
-3.07
-1.58
-0.54
-2.30
-0.58
-1.33
-6.43
-1.40
2.12
1.89
4.64
4.81
3.71
-0.82
-3.81
2.82
-2.52
0.82
-1.31
-2.66
4.01
-1.83
0.04
0.55
0.32
-2.13
-0.86
2.60
-2.45
-2.18
-3.45
-7.19
-5.71
-3.59
0.22
-0.97
-3.95
-2.03
-3.59
0.22
-0.97
-3.95
-7.95
-1.50
8.33
0.40
-4.27
-2.92
1.84
-9.02
2.57
-4.40
1.12
-3.19
0.44
5.41
-1.33
-5.63
-4.65
-4.39
-3.52
0.83
-6.04
-3.58
-3.25
-4.87
-9.83
-5.99
-0.68
-4.25
7.53
2.31
6.83
-7.43
-4.74
-1.94
3.41
-7.73
-3.18
-13.71
-3.22
-4.80
-11.41
1.14
2.70
-1.70
-14.44
-4.45
-13.43
-2.94
-15.01
Low Bins Frequency Relative Frequency %Frequency Cummulative % FR
3.59 -15 0 0 0.00% 0.00%
3.75 -10 1 0.0068027210884354 0.68% 0.68%
3.46 -5 1 0.0068027210884354 0.68% 1.36%
8.05 0 35 0.238095238095238 23.81% 25.17%
2.40 5 78 0.530612244897959 53.06% 78.23%
0.38 10 24 0.163265306122449 16.33% 94.56%
6.85 15 6 0.0408163265306122 4.08% 98.64%
0.05 20 2 0.0136054421768707 1.36% 100.00%
11.24 Total 147 100.00%
15.05
12.86
10.35
2.46
1.80
5.12
3.98
3.34
3.01
-0.19
2.94
-3.96
-3.68
2.06
-1.33
2.24
8.93
2.50
16.20
3.79
0.00
8.62
0.69
0.80
2.03
0.15
4.20
8.41
8.93
2.51
7.04
8.35
13.37
0.17
0.22
4.10
1.26
4.10
1.26
3.35
1.37
-1.79
11.03
5.30
3.45
3.21
5.38
1.33
2.91
-0.47
0.78
2.78
0.05
9.99
-1.43
7.56
9.92
-10.14
2.91
-0.61
4.17
7.75
0.16
8.47
2.98
4.79
9.84
6.02
2.96
4.76
6.61
6.02
1.87
3.02
-0.04
4.78
1.51
4.30
1.25
-2.31
4.90
1.47
0.94
2.12
2.78
1.89
-2.09
0.67
1.48
5.88
2.10
0.95
0.99
1.29
-1.45
-0.41
-2.70
0.88
4.58
-1.24
-0.90
7.12
0.45
3.98
-1.72
7.74
11.34
3.01
2.77
-0.99
-0.66
3.11
-1.84
3.99
3.11
-1.84
-2.03
3.99
-1.03
-2.47
-2.10
-2.16
-4.16
-0.98
7.11
4.48
1.81
-2.09
2.60
-3.59
-2.26
-2.17
-4.73
0.14
-9.68
0.89
-4.56
4.74
Large Bins Frequency Relative Frequency %Frequency Cummulative % FR
14.97 -15 0 0 0.00% 0.00%
15.34 -10 0 0 0.00% 0.00%
15.66 -5 0 0 0.00% 0.00%
14.51 0 0 0 0.00% 0.00%
14.99 5 2 0.0075471698113208 0.75% 0.75%
12.43 10 73 0.275471698113208 27.55% 28.30%
12.52 15 186 0.70188679245283 70.19% 98.49%
14.72 20 4 0.0150943396226415 1.51% 100.00%
13.97 Total 265 100.00%
14.65
13.96
15.72
12.96
12.13
12.75
12.01
11.78
13.11
12.87
12.49
13.25
13.65
12.56
13.00
12.53
13.11
10.32
12.21
12.88
12.33
11.98
12.78
12.23
12.53
12.58
11.15
13.55
11.15
13.44
14.37
12.65
10.42
12.50
13.87
11.95
12.48
11.94
12.25
15.24
11.89
11.42
11.70
12.54
11.71
13.58
11.53
11.87
12.12
9.91
12.35
11.32
11.45
9.88
10.90
10.08
11.30
12.18
11.76
10.58
10.65
10.99
12.18
11.57
11.15
10.41
10.38
12.86
12.08
11.90
13.21
10.94
13.92
10.97
11.12
10.54
11.68
10.57
11.35
9.74
12.36
9.82
12.22
11.13
10.30
13.17
7.58
12.58
10.42
11.57
12.04
12.33
9.94
13.23
11.16
10.82
14.25
9.72
11.47
11.16
10.82
14.25
9.72
11.47
10.31
7.33
9.04
9.73
12.21
10.96
11.53
12.91
10.80
11.01
10.82
12.79
10.16
13.01
10.84
8.24
10.42
9.87
12.35
9.27
12.00
11.39
12.44
13.62
9.59
11.58
9.74
12.59
12.61
10.72
12.33
11.86
12.20
11.28
10.37
11.59
10.24
11.85
11.03
11.70
11.25
10.77
12.08
10.93
11.00
9.78
10.11
8.98
11.24
13.38
10.67
6.81
9.72
9.74
11.54
12.44
10.11
9.78
11.59
11.38
10.28
10.27
13.88
12.34
10.45
9.13
11.14
11.44
9.82
10.59
10.12
8.27
11.83
10.16
12.08
8.56
9.47
9.47
10.38
11.21
9.06
9.30
12.16
11.96
7.11
10.55
8.76
8.51
8.46
11.97
8.87
9.22
10.29
10.99
10.92
10.13
11.30
11.29
10.87
9.62
10.06
8.63
9.61
9.78
9.93
8.92
8.14
10.57
9.00
10.85
0.92
8.14
10.57
9.00
10.85
10.42
10.49
8.92
10.79
9.54
9.69
8.49
11.47
10.55
9.71
9.65
9.91
10.19
9.59
8.09
11.17
10.72
8.32
9.98
8.00
10.32
8.55
9.49
8.33
7.70
7.41
7.03
8.45
8.53
7.82
6.75
8.21
7.87
6.18
6.93
3.43
6.47
Mid Bins Frequency Relative F %FrequencCummulative % FR Small Bins
13.69 -15 0 0 0.00% 0.00% 14.92 -15
11.84 -10 0 0 0.00% 0.00% 12.63 -10
13.20 -5 0 0 0.00% 0.00% 12.18 -5
11.25 0 1 0.008547 0.85% 0.85% 12.16 0
10.28 5 7 0.059829 5.98% 6.84% 10.82 5
11.53 10 55 0.470085 47.01% 53.85% 11.73 10
10.79 15 54 0.461538 46.15% 100.00% 11.74 15
12.11 20 0 0 0.00% 100.00% 12.25 20
10.75 Total 117 100.00% 14.10 Total
14.62 11.58
13.59 12.85
11.57 11.74
11.12 11.73
11.18 10.47
11.44 9.29
11.99 11.74
11.99 9.22
11.15 10.85
11.64 11.26
9.72 9.48
12.92 11.87
11.45 10.33
11.88 9.54
8.76 11.73
9.42 9.47
11.31 10.06
10.41 7.74
12.38 9.76
9.33 6.58
12.00 10.60
12.10 11.30
11.03 8.17
10.63 11.89
8.64 10.18
12.65 10.03
10.41 9.50
9.24 10.88
9.09 8.63
11.33 9.83
12.84 11.16
10.48 8.37
11.11 9.62
9.09 9.44
10.84 9.03
11.91 9.66
12.18 9.39
12.15 9.10
7.86 9.03
8.58 9.68
9.99 9.39
10.86 9.10
8.86 8.91
11.64 9.56
8.45 10.60
10.88 8.56
9.58 8.51
10.45 9.54
9.52 7.23
10.41 10.41
8.88 8.13
7.37 9.08
10.70 5.10
9.75 10.12
10.09 9.86
11.09 8.89
9.08 8.56
8.53 10.77
10.34 9.40
10.56 8.24
9.95 9.74
8.96 9.08
8.27 7.07
9.66 8.75
11.87 5.49
9.66 7.57
11.67 6.72
9.46 8.30
7.90 7.95
8.68 7.73
8.31 8.54
7.58 8.35
7.32 5.50
9.54 4.38
8.15 7.82
9.55 4.82
8.74 3.84
10.19 6.79
10.25 8.08
7.97 7.08
9.22 6.41
8.12 6.61
5.00 11.04
7.90 8.61
6.68 7.77
8.97 5.96
5.76 5.07
5.85 2.89
7.70
8.72
9.19
7.31
5.51
4.40
8.59
1.73
7.07
4.87
6.57
7.41
7.66
3.47
11.25
0.38
5.94
3.39
5.02
-1.00
Frequency Relative F %FrequencCummulative % FR
0 0 0.00% 0.00%
0 0 0.00% 0.00%
0 0 0.00% 0.00%
0 0 0.00% 0.00%
4 0.041237 4.12% 4.12%
60 0.618557 61.86% 65.98%
33 0.340206 34.02% 100.00%
0 0 0.00% 100.00%
97 100.00%
Large Bins Frequency Mid points
14.97 -15 0-
15.34 -10 0 -12.5
15.66 -5 0 -7.5
14.51 0 0 -2.5
14.99 5 2 2.5
12.43 10 73 7.5
12.52 15 186 12.5 Histogram of Large Market
14.72 20 4 17.5 based on 5yr retu
13.97
200
14.65
180
13.96 160
15.72 140
12.96 120
12.13 100
12.75 80
12.01 60
11.78 40
20
13.11
0
12.87 - -12.5 -7.5 -2.5 2.5 7.5 1
12.49
13.25
13.65
12.56
13.00
12.53
13.11
10.32
12.21
12.88
12.33
11.98
12.78
12.23
12.53
12.58
11.15
13.55
11.15
13.44
14.37
12.65
10.42
12.50
13.87
11.95
12.48
11.94
12.25
15.24
11.89
11.42
11.70
12.54
11.71
13.58
11.53
11.87
12.12
9.91
12.35
11.32
11.45
9.88
10.90
10.08
11.30
12.18
11.76
10.58
10.65
10.99
12.18
11.57
11.15
10.41
10.38
12.86
12.08
11.90
13.21
10.94
13.92
10.97
11.12
10.54
11.68
10.57
11.35
9.74
12.36
9.82
12.22
11.13
10.30
13.17
7.58
12.58
10.42
11.57
12.04
12.33
9.94
13.23
11.16
10.82
14.25
9.72
11.47
11.16
10.82
14.25
9.72
11.47
10.31
7.33
9.04
9.73
12.21
10.96
11.53
12.91
10.80
11.01
10.82
12.79
10.16
13.01
10.84
8.24
10.42
9.87
12.35
9.27
12.00
11.39
12.44
13.62
9.59
11.58
9.74
12.59
12.61
10.72
12.33
11.86
12.20
11.28
10.37
11.59
10.24
11.85
11.03
11.70
11.25
10.77
12.08
10.93
11.00
9.78
10.11
8.98
11.24
13.38
10.67
6.81
9.72
9.74
11.54
12.44
10.11
9.78
11.59
11.38
10.28
10.27
13.88
12.34
10.45
9.13
11.14
11.44
9.82
10.59
10.12
8.27
11.83
10.16
12.08
8.56
9.47
9.47
10.38
11.21
9.06
9.30
12.16
11.96
7.11
10.55
8.76
8.51
8.46
11.97
8.87
9.22
10.29
10.99
10.92
10.13
11.30
11.29
10.87
9.62
10.06
8.63
9.61
9.78
9.93
8.92
8.14
10.57
9.00
10.85
0.92
8.14
10.57
9.00
10.85
10.42
10.49
8.92
10.79
9.54
9.69
8.49
11.47
10.55
9.71
9.65
9.91
10.19
9.59
8.09
11.17
10.72
8.32
9.98
8.00
10.32
8.55
9.49
8.33
7.70
7.41
7.03
8.45
8.53
7.82
6.75
8.21
7.87
6.18
6.93
3.43
6.47
m of Large Market Cap funds
based on 5yr return
Frequency