Ratings & Risk for Evergreen Disciplined Value C (EDSCX)

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

    Return Risk Rating # of Funds
    3-Year Average Average
    312
    5-Year Average Average
    276
    10-Year Average Average
    183
    Overall Average 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 19.92 -0.67 -0.52
    5-Year 16.37 0.08 -0.12
    10-Year 16.39 0.23 -0.01
    15-Year 16.19 0.66 0.27
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 97.92 1.06 -6.24
    3-Year 97.62 1.00 -2.69
    5-Year 96.31 1.01 -0.62
    10-Year 87.54 0.95 2.24

    S&P 500 TR

    Trailing data as of 10/31/2009