Morningstar Rating (Relative to Category)10-31-09 
 Morningstar ReturnMorningstar RiskMorningstar RatingTM
3-YearBelow AverageAbove Average2 stars
5-YearAverageAbove Average2 stars
10-YearHighAbove Average5 stars
OverallAbove AverageAbove Average4 stars
Morningstar Category: Large ValueClick here to see our Methodology
 Volatility Measurements Trailing 3-Yr through 10-31-09 | *Trailing 5-Yr through 10-31-09 
Standard Deviation23.68 Sharpe Ratio-0.45
Mean-8.16 Bear Market Decile Rank*7
 Modern Portfolio Theory StatisticsTrailing 3-Yr through 10-31-09 
 Standard Index
S&P 500 TR
Best Fit Index
Russell 1000
R-Squared9696
Beta1.181.16
Alpha-1.47-1.97
S&P 500 index data: S&P 500 Copyright © 2009
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