Ratings & Risk for LEHMAN BROS INCOME FDS (LBHBX)

Morningstar Category: High Yield Bond
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year High Average
    		130
    5-Year Above Average Average
    		115
    10-Year High Low
    		89
    Overall High Below 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 04/30/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 14.02 0.64 0.37
    5-Year 10.98 0.51 0.28
    10-Year 8.20 0.59 0.50
    15-Year 7.00 0.62 0.53
    20-Year — — —
    Trailing data as of 04/30/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 3.52 -0.61 46.14
    3-Year 12.95 1.23 0.49
    5-Year 12.18 1.04 1.00
    10-Year 8.13 0.62 2.11

    Barclays US Aggregate Bond TR USD

    Trailing data as of 04/30/2009