Ratings & Risk for AIM Charter A (CHTRX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year High Below Average
    		514
    5-Year High Low
    		442
    10-Year Average Above Average
    		300
    Overall Above Average 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 17.59 0.07 -0.09
    5-Year 14.35 0.43 0.15
    10-Year 17.32 0.12 -0.08
    15-Year 16.96 0.70 0.28
    20-Year 15.71 0.76 0.33
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 96.87 0.92 5.43
    3-Year 96.04 0.88 5.24
    5-Year 95.23 0.88 3.32
    10-Year 86.84 1.00 1.10

    S&P 500 TR

    Trailing data as of 10/31/2009