Ratings & Risk for GE US Equity Y (GEEDX)

Morningstar Category: Large Blend
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Average
    		514
    5-Year Above Average Average
    		442
    10-Year Average Below Average
    		300
    Overall Above 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 19.99 -0.20 -0.24
    5-Year 16.10 0.25 0.00
    10-Year 15.39 0.15 -0.08
    15-Year 15.03 0.74 0.34
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 97.18 1.00 3.81
    3-Year 97.87 1.01 2.95
    5-Year 97.45 1.00 1.31
    10-Year 95.80 0.93 1.24

    S&P 500 TR

    Trailing data as of 10/31/2009