Ratings & Risk for GE Fixed Income Y (GEFDX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Below Average
    		294
    5-Year Below Average Below Average
    		271
    10-Year Average Average
    		217
    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 4.45 0.34 0.39
    5-Year 3.83 0.30 0.18
    10-Year 3.92 0.44 0.59
    15-Year 3.83 0.49 0.58
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 71.02 0.77 1.27
    3-Year 83.73 1.00 -2.09
    5-Year 86.03 0.97 -1.28
    10-Year 92.64 0.99 -0.93

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009