Ratings & Risk for Alabama Tax-Free Bond (ALABX)

Morningstar Category: Muni Single State Short
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Below Average
    		8
    5-Year Above Average Below Average
    		8
    10-Year Above Average Below Average
    		7
    Overall Above 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 1.99 0.32 0.66
    5-Year 1.78 0.24 -0.04
    10-Year 2.76 0.34 0.40
    15-Year 2.80 0.36 0.26
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 58.78 0.27 1.45
    3-Year 71.05 0.29 0.84
    5-Year 68.35 0.31 -0.47
    10-Year 75.07 0.51 -0.27

    Barclays Municipal TR USD

    Trailing data as of 10/31/2009