Ratings & Risk for Homestead Value (HOVLX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Above Average
    		312
    5-Year Above Average Above Average
    		276
    10-Year Above Average Average
    		183
    Overall Above Average Above 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 21.49 -0.39 -0.33
    5-Year 17.35 0.29 0.03
    10-Year 16.30 0.43 0.14
    15-Year 15.26 0.72 0.33
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 99.11 1.13 0.12
    3-Year 97.34 1.08 1.27
    5-Year 95.41 1.06 1.93
    10-Year 74.71 0.87 4.49

    S&P 500 TR

    Trailing data as of 10/31/2009