Ratings & Risk for Performance Strategic Dividend A (PSDHX)

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

    Return Risk Rating # of Funds
    3-Year Above Average Low
    312
    5-Year 276
    10-Year 183
    Overall Above Average Low
    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 17.70 -0.25 -0.30
    5-Year
    10-Year
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 96.19 1.00 -5.84
    3-Year 94.47 0.88 1.39
    5-Year
    10-Year

    S&P 500 TR

    Trailing data as of 10/31/2009