Ratings & Risk for WB Capital Limited Term Bond (AFTRX)

Morningstar Category: Short-Term Bond
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Below Average
    		111
    5-Year Average Below Average
    		101
    10-Year Below Average Below Average
    		79
    Overall 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 2.14 0.34 0.78
    5-Year 1.80 0.28 0.22
    10-Year 1.82 0.32 0.49
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 64.28 0.42 -0.59
    3-Year 53.83 0.38 0.21
    5-Year 57.09 0.37 -0.35
    10-Year 42.98 0.31 -0.13

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009