Ratings & Risk for UBS US Allocation C (KPAAX)

Morningstar Category: Moderate Allocation
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Low High
    		264
    5-Year Low High
    		233
    10-Year Low High
    		180
    Overall Low High
    		—
    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 18.86 -0.48 -0.43
    5-Year 15.00 0.04 -0.17
    10-Year 14.95 -0.01 -0.21
    15-Year 14.94 0.61 0.25
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 91.35 1.44 -10.49
    3-Year 93.16 1.38 -6.72
    5-Year 90.91 1.33 -5.43
    10-Year 89.91 1.43 -6.27

    Morningstar Moderate Target Risk

    Trailing data as of 10/31/2009