Ratings & Risk for U.S. Global Investors Eastern European (EUROX)

Morningstar Category: Europe Stock
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Above Average
    		29
    5-Year Average Above Average
    		28
    10-Year Above Average Above Average
    		22
    Overall 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 40.29 -0.06 -0.08
    5-Year 35.70 1.12 0.30
    10-Year 30.30 1.72 0.58
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 74.61 1.44 -3.31
    3-Year 80.59 1.51 4.13
    5-Year 76.76 1.57 4.16
    10-Year 63.18 1.33 16.74

    MSCI EAFE NR USD

    Trailing data as of 10/31/2009