Ratings & Risk for WB Capital Municipal Bond (AVTFX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Below Average
    		73
    5-Year Average Below Average
    		71
    10-Year Below Average Average
    		63
    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 4.78 0.37 0.41
    5-Year 3.97 0.27 0.07
    10-Year 4.09 0.36 0.33
    15-Year 3.88 0.39 0.25
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 82.29 0.82 -1.01
    3-Year 89.96 0.76 0.59
    5-Year 89.34 0.77 -0.64
    10-Year 91.64 0.84 -0.92

    Barclays Municipal TR USD

    Trailing data as of 10/31/2009