Ratings & Risk for GE Fixed Income A (GEFIX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Average
    		294
    5-Year Below Average Below Average
    		271
    10-Year Below Average Average
    		217
    Overall Below 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 4.50 0.33 0.34
    5-Year 3.86 0.29 0.11
    10-Year 3.95 0.42 0.52
    15-Year 3.86 0.47 0.51
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 72.60 0.78 1.10
    3-Year 83.95 1.01 -2.33
    5-Year 86.24 0.98 -1.53
    10-Year 92.82 1.00 -1.21

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009