Ratings & Risk for AIM Dynamics B (IDYBX)

Morningstar Category: Mid-Cap Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Average
    		238
    5-Year Below Average Average
    		208
    10-Year Below Average Above Average
    		136
    Overall Below 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 23.94 -0.49 -0.34
    5-Year 20.27 0.24 -0.01
    10-Year 26.76 0.04 -0.09
    15-Year 24.50 0.71 0.20
    20-Year 23.10 0.89 0.29
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 86.25 1.00 4.89
    3-Year 86.50 1.14 0.55
    5-Year 84.64 1.17 1.44
    10-Year 63.67 1.32 0.97

    S&P 500 TR

    Trailing data as of 10/31/2009