Ratings & Risk for AHA Full Maturity Fixed-Income I (AHFMX)

Morningstar Category: Intermediate-Term Bond
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Low
    		294
    5-Year Average Low
    		271
    10-Year Average Below Average
    		217
    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 3.75 0.44 0.76
    5-Year 3.24 0.35 0.36
    10-Year 3.70 0.47 0.73
    15-Year 3.77 0.52 0.68
    20-Year 3.89 0.54 0.64
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 93.37 0.82 1.74
    3-Year 95.42 0.91 -0.58
    5-Year 95.04 0.88 -0.59
    10-Year 95.41 0.95 -0.42

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009