Ratings & Risk for Wells Fargo Advantage Spclzd Fin Svcs B (SIFBX)

Morningstar Category: Financial
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Above Average
    		36
    5-Year Below Average Above Average
    		34
    10-Year Below Average Above Average
    		24
    Overall Below Average Above 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 32.06 -1.66 -0.70
    5-Year 25.56 -0.62 -0.41
    10-Year 22.03 -0.16 -0.22
    15-Year 20.96 0.50 0.11
    20-Year 19.90 0.62 0.18
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 91.49 1.77 -13.46
    3-Year 80.93 1.48 -10.99
    5-Year 78.66 1.42 -8.51
    10-Year 54.72 1.01 -2.24

    S&P 500 TR

    Trailing data as of 10/31/2009