Ratings & Risk for GE Total Return Y (GESDX)

Morningstar Category: Moderate Allocation
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Average
    		264
    5-Year Average Average
    		233
    10-Year Average Average
    		180
    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 14.91 -0.12 -0.26
    5-Year 12.21 0.28 0.03
    10-Year 10.90 0.31 0.08
    15-Year 10.26 0.64 0.39
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 95.36 0.96 -3.88
    3-Year 95.90 1.10 -2.65
    5-Year 95.36 1.10 -2.04
    10-Year 94.07 1.06 -1.52

    Morningstar Moderate Target Risk

    Trailing data as of 10/31/2009