Ratings & Risk for AHA Balanced I (AHBPX)

Morningstar Category: Moderate Allocation
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Low
    		264
    5-Year Average Low
    		233
    10-Year Average Below Average
    		180
    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 11.08 -0.20 -0.44
    5-Year 9.26 0.20 -0.06
    10-Year 9.96 0.30 0.07
    15-Year 10.27 0.66 0.41
    20-Year 9.93 0.66 0.40
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 94.33 0.83 -5.92
    3-Year 94.52 0.82 -3.96
    5-Year 93.53 0.83 -2.35
    10-Year 83.93 0.92 -1.35

    Morningstar Moderate Target Risk

    Trailing data as of 10/31/2009