Ratings & Risk for AIM Leisure Inv (FLISX)

Morningstar Category: Consumer Discretionary
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Average
    		10
    5-Year Average Average
    		9
    10-Year Above Average Average
    		8
    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 23.66 -0.62 -0.41
    5-Year 19.56 0.04 -0.13
    10-Year 19.22 0.31 0.04
    15-Year 18.07 0.82 0.34
    20-Year 17.91 0.97 0.43
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 86.24 1.05 6.60
    3-Year 88.03 1.13 -1.03
    5-Year 86.43 1.14 -0.91
    10-Year 78.32 1.05 3.48

    S&P 500 TR

    Trailing data as of 10/31/2009