Ratings & Risk for AHA Diversified Equity I (AHDEX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Below Average
    		514
    5-Year Below Average Below Average
    		442
    10-Year Above Average Below Average
    		300
    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 19.15 -0.59 -0.49
    5-Year 15.82 0.09 -0.12
    10-Year 15.56 0.22 -0.02
    15-Year 15.42 0.76 0.36
    20-Year 14.68 0.78 0.37
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 98.31 0.92 1.39
    3-Year 98.03 0.97 -1.95
    5-Year 97.59 0.98 -0.55
    10-Year 92.85 0.93 2.04

    S&P 500 TR

    Trailing data as of 10/31/2009