Ratings & Risk for GE Fixed Income R (GEFRX)

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 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 4.52 0.31 0.29
    5-Year 3.88 0.26 0.05
    10-Year 3.96 0.40 0.46
    15-Year 3.86 0.45 0.44
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 70.77 0.79 0.68
    3-Year 83.52 1.01 -2.59
    5-Year 85.86 0.98 -1.79
    10-Year 92.61 1.00 -1.46

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009