Ratings & Risk for Flex-funds Total Return Utilities (FLRUX)

Morningstar Category: Utilities
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Above Average
    		23
    5-Year Average Above Average
    		21
    10-Year Average Above Average
    		16
    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 20.63 -0.08 -0.16
    5-Year 17.42 0.53 0.19
    10-Year 16.61 0.24 0.00
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 78.29 0.66 9.37
    3-Year 76.17 0.92 3.78
    5-Year 69.42 0.91 4.56
    10-Year 55.77 0.77 1.93

    S&P 500 TR

    Trailing data as of 10/31/2009