Ratings & Risk for BlackRock Total Return Inv A1 (MEHQX)

Morningstar Category: Intermediate-Term Bond
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Above Average
    294
    5-Year Below Average Above Average
    271
    10-Year 217
    Overall Below Average Above 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 6.90 0.23 0.05
    5-Year 5.50 0.21 -0.09
    10-Year
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 3.36 0.33 11.66
    3-Year 35.63 1.01 -3.53
    5-Year 38.87 0.94 -2.37
    10-Year

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009