Ratings & Risk for AHA Limited Maturity Fixed-Income I (AHLFX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Below Average
    		111
    5-Year Above Average Below Average
    		101
    10-Year Average Below Average
    		79
    Overall Above 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 2.20 0.42 1.15
    5-Year 1.86 0.32 0.46
    10-Year 1.79 0.37 0.84
    15-Year 1.74 0.41 0.76
    20-Year 1.80 0.44 0.76
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 52.79 0.32 4.59
    3-Year 69.14 0.47 0.86
    5-Year 66.86 0.43 0.03
    10-Year 67.76 0.38 0.22

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009