Ratings & Risk for BlackRock Utilities & Telecom A (MDGUX)

Morningstar Category: Utilities
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Average
    		23
    5-Year Average Average
    		21
    10-Year Average Below Average
    		16
    Overall 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 17.76 -0.20 -0.27
    5-Year 15.17 0.56 0.25
    10-Year 14.53 0.41 0.14
    15-Year 13.59 0.68 0.33
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 61.38 0.49 0.21
    3-Year 63.64 0.72 0.82
    5-Year 59.29 0.73 4.78
    10-Year 44.38 0.60 3.53

    S&P 500 TR

    Trailing data as of 10/31/2009