Ratings & Risk for AIM Technology B (ITYBX)

Morningstar Category: Technology
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Below Average
    		61
    5-Year Below Average Below Average
    		61
    10-Year Below Average Average
    		37
    Overall Below Average Below 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 24.16 -0.26 -0.23
    5-Year 21.01 0.15 -0.06
    10-Year 35.50 -0.19 -0.14
    15-Year 31.88 0.72 0.16
    20-Year 29.83 1.01 0.27
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 77.15 0.89 15.14
    3-Year 80.01 1.11 3.08
    5-Year 77.18 1.16 0.33
    10-Year 55.58 1.64 -0.95

    S&P 500 TR

    Trailing data as of 10/31/2009