Ratings & Risk for AIM Income Instl (AIIRX)

Morningstar Category: Intermediate-Term Bond
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Low High
    		294
    5-Year Low High
    		271
    10-Year Low High
    		217
    Overall Low High
    		—
    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 9.50 -0.08 -0.36
    5-Year 7.59 0.07 -0.28
    10-Year 6.58 0.21 -0.07
    15-Year 6.20 0.37 0.12
    20-Year 6.22 0.43 0.19
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 40.05 1.04 1.22
    3-Year 49.48 1.62 -9.65
    5-Year 47.54 1.41 -4.96
    10-Year 48.55 1.22 -4.41

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009