Ratings & Risk for Accessor Growth Allocation A (AOGAX)

Morningstar Category: Large Blend
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Below Average
    		514
    5-Year Below Average Below Average
    		442
    10-Year — — — 300
    Overall Below Average Below Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 17.80 -0.39 -0.40
    5-Year 14.56 0.16 -0.07
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 95.38 0.83 5.08
    3-Year 94.54 0.88 -0.24
    5-Year 94.33 0.89 0.16
    10-Year — — —

    S&P 500 TR

    Trailing data as of 10/31/2009