Ratings & Risk for U.S. Global Investors China Reg Opp (USCOX)

Morningstar Category: Pacific/Asia ex-Japan Stk
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Below Average
    		34
    5-Year Below Average Below Average
    		26
    10-Year Low Below Average
    		24
    Overall Below Average 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 32.90 0.64 0.16
    5-Year 27.45 1.15 0.39
    10-Year 24.25 0.87 0.31
    15-Year 28.14 0.47 0.07
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 65.26 0.89 10.90
    3-Year 65.38 1.10 10.66
    5-Year 66.89 1.13 6.25
    10-Year 60.15 1.04 6.68

    MSCI EAFE NR USD

    Trailing data as of 10/31/2009