Ratings & Risk for USAA Total Return Strategy (USTRX)

Morningstar Category: Large Blend
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year High Low
    514
    5-Year 442
    10-Year 300
    Overall High Low
    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 12.56 -0.22 -0.41
    5-Year
    10-Year
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 93.95 0.57 -1.96
    3-Year 93.92 0.62 -0.30
    5-Year
    10-Year

    S&P 500 TR

    Trailing data as of 10/31/2009