Ratings & Risk for UBS FDS (BLGIX)

Morningstar Category: Large Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year High Average
    		449
    5-Year High Average
    		390
    10-Year Average Average
    		278
    Overall Above Average 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 06/30/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 20.30 0.20 0.00
    5-Year 17.19 0.54 0.20
    10-Year 18.59 0.08 -0.11
    15-Year — — —
    20-Year — — —
    Trailing data as of 06/30/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 86.78 0.79 12.23
    3-Year 85.83 0.96 7.46
    5-Year 83.75 0.99 4.78
    10-Year 85.75 1.07 0.78

    S&P 500 TR

    Trailing data as of 06/30/2009