Ratings & Risk for AdvisorOne Descartes N (CLDEX)

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

    Return Risk Rating # of Funds
    3-Year Above Average Above Average
    514
    5-Year 442
    10-Year 300
    Overall Above Average Above 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 22.29 -0.24 -0.24
    5-Year
    10-Year
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 93.90 1.05 10.34
    3-Year 94.69 1.11 3.29
    5-Year
    10-Year

    S&P 500 TR

    Trailing data as of 10/31/2009