Ratings & Risk for USAA Tax Exempt Long-Term (USTEX)

Morningstar Category: Muni National Long
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Above Average
    		62
    5-Year Above Average Above Average
    		61
    10-Year Above Average Above Average
    		60
    Overall Above 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 8.63 0.22 0.02
    5-Year 6.91 0.28 0.05
    10-Year 6.00 0.44 0.39
    15-Year 5.48 0.48 0.38
    20-Year 5.38 0.49 0.36
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 71.80 1.36 -1.10
    3-Year 83.73 1.30 -2.23
    5-Year 84.44 1.28 -1.23
    10-Year 87.59 1.20 -0.87

    Barclays Municipal TR USD

    Trailing data as of 10/31/2009