Ratings & Risk for AIM Income Inv (AIIVX)

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 9.43 -0.13 -0.41
    5-Year 7.54 0.04 -0.33
    10-Year 6.56 0.19 -0.09
    15-Year 6.18 0.36 0.10
    20-Year 6.21 0.42 0.17
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 37.22 1.00 0.95
    3-Year 48.44 1.60 -10.06
    5-Year 46.66 1.39 -5.31
    10-Year 48.08 1.20 -4.56

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009