Ratings & Risk for AHA Limited Maturity Fixed-Income N (AHALX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Below Average
    		111
    5-Year Average Below Average
    		101
    10-Year Average Below Average
    		79
    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 2.17 0.40 1.04
    5-Year 1.83 0.31 0.36
    10-Year 1.78 0.35 0.71
    15-Year 1.73 0.39 0.62
    20-Year 1.80 0.42 0.62
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 53.79 0.32 4.42
    3-Year 69.87 0.46 0.60
    5-Year 68.10 0.43 -0.18
    10-Year 68.55 0.38 -0.01

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009