Ratings & Risk for Columbia Retirement 2020 R (BFDRX)

Morningstar Category: Target Date 2016-2020
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Average
    24
    5-Year 12
    10-Year 5
    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 16.51 -0.06 -0.19
    5-Year
    10-Year
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 97.93 1.21 -4.66
    3-Year 97.05 1.23 -1.84
    5-Year
    10-Year

    Morningstar Moderate Target Risk

    Trailing data as of 10/31/2009