Ratings & Risk for AHA Diversified Equity N (AHADX)

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 Below 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 19.14 -0.61 -0.51
    5-Year 15.80 0.07 -0.14
    10-Year 15.55 0.19 -0.04
    15-Year 15.41 0.74 0.34
    20-Year 14.67 0.76 0.35
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 98.38 0.92 1.10
    3-Year 98.04 0.97 -2.20
    5-Year 97.58 0.98 -0.80
    10-Year 92.83 0.93 1.78

    S&P 500 TR

    Trailing data as of 10/31/2009