Ratings & Risk for GE Total Return B (GESBX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below 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 14.93 -0.20 -0.32
    5-Year 12.21 0.18 -0.07
    10-Year 10.89 0.22 -0.02
    15-Year 10.25 0.55 0.29
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 95.53 0.97 -4.92
    3-Year 95.98 1.11 -3.64
    5-Year 95.52 1.10 -3.18
    10-Year 94.14 1.06 -2.58

    Morningstar Moderate Target Risk

    Trailing data as of 10/31/2009