Ratings & Risk for Northern Institutional Small Co Gr A (BSGRX)

Morningstar Category: Small Growth
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Average
    217
    5-Year Average Average
    192
    10-Year 139
    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 23.19 -0.39 -0.30
    5-Year 19.97 0.30 0.03
    10-Year
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 76.32 0.96 2.56
    3-Year 84.36 1.09 1.37
    5-Year 81.26 1.13 2.14
    10-Year

    S&P 500 TR

    Trailing data as of 10/31/2009