Ratings & Risk for Performance Strategic Dividend Inst (PSDFX)

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

    Return Risk Rating # of Funds
    3-Year High Below Average
    312
    5-Year 276
    10-Year 183
    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 10/31/2009
  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 17.73 -0.23 -0.29
    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 96.13 1.00 -5.57
    3-Year 94.45 0.88 1.64
    5-Year
    10-Year

    S&P 500 TR

    Trailing data as of 10/31/2009