Ratings & Risk for WB Capital Bond (VBDFX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Average
    		294
    5-Year Average Average
    		271
    10-Year Average Below Average
    		217
    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 4.65 0.49 0.72
    5-Year 4.03 0.38 0.39
    10-Year 3.66 0.46 0.69
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 89.58 0.92 3.85
    3-Year 90.09 1.10 -0.77
    5-Year 91.69 1.07 -0.54
    10-Year 85.17 0.90 -0.40

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009