Ratings & Risk for GE Total Return A (GESIX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Average
    		264
    5-Year Below 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 14.90 -0.14 -0.27
    5-Year 12.19 0.24 0.00
    10-Year 10.88 0.29 0.05
    15-Year 10.25 0.61 0.36
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 95.40 0.96 -4.18
    3-Year 95.93 1.10 -2.91
    5-Year 95.48 1.10 -2.44
    10-Year 94.14 1.06 -1.84

    Morningstar Moderate Target Risk

    Trailing data as of 10/31/2009