Ratings & Risk for Target Total Return Bond T (TATBX)

Morningstar Category: Intermediate-Term Bond
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year High Above Average
    		294
    5-Year High Above Average
    		271
    10-Year High Above Average
    		217
    Overall High 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 6.30 0.77 1.06
    5-Year 5.21 0.57 0.73
    10-Year 4.58 0.60 0.93
    15-Year 4.41 0.63 0.87
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 41.96 0.75 12.87
    3-Year 69.96 1.30 1.79
    5-Year 72.13 1.22 1.42
    10-Year 77.38 1.07 0.79

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009