Ratings & Risk for AHA Socially Responsible Equity I (AHSRX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Above Average
    		312
    5-Year — — — 276
    10-Year — — — 183
    Overall Average Above 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 21.57 -0.47 -0.37
    5-Year — — —
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 89.82 1.12 -2.92
    3-Year 91.73 1.06 0.14
    5-Year — — —
    10-Year — — —

    S&P 500 TR

    Trailing data as of 10/31/2009