Ratings & Risk for Bread & Butter (BABFX)

Morningstar Category: Mid-Cap Value
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year High Low
    98
    5-Year 73
    10-Year 35
    Overall High Low
    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 17.99 0.03 -0.11
    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 88.75 1.00 8.56
    3-Year 82.10 0.84 4.45
    5-Year
    10-Year

    S&P 500 TR

    Trailing data as of 10/31/2009