Ratings & Risk for Bridges Investment (BRGIX)

Morningstar Category: Large Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Below Average
    		449
    5-Year Below Average Below Average
    		390
    10-Year Average Below Average
    		278
    Overall 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 18.90 -0.27 -0.30
    5-Year 15.58 0.08 -0.13
    10-Year 17.06 -0.03 -0.19
    15-Year 15.79 0.56 0.19
    20-Year 14.31 0.58 0.21
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 94.54 0.90 5.68
    3-Year 95.54 0.94 1.65
    5-Year 94.05 0.95 -0.74
    10-Year 88.81 1.00 -0.72

    S&P 500 TR

    Trailing data as of 10/31/2009