Ratings & Risk for VALIC Company II Socially Responsible (VCSRX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Average
    		514
    5-Year Average Average
    		442
    10-Year Below Average Average
    		300
    Overall 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 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 20.10 -0.45 -0.38
    5-Year 16.32 0.15 -0.08
    10-Year 16.18 0.00 -0.18
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 98.67 1.04 -0.03
    3-Year 98.76 1.02 0.14
    5-Year 98.24 1.01 0.14
    10-Year 98.68 1.00 -0.42

    S&P 500 TR

    Trailing data as of 10/31/2009