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Release date as of 2018-01-31. Data on page is subject to change.
Snapshot Total Returns Risk Portfolio Nuts & Bolts
Morningstar Ratings
Number of
3-Year Above Avg Average 1211
5-Year Above Avg Average 1073
10-Year Above Avg Average 796
Overall Above Avg Average 1211
Morningstar Category: Large Blend | Number of Funds in Category: 1211
Data through 2018-01-31
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
Volatility Measurements
Standard Deviation 10.55
Mean 14.58
Sharpe Ratio 1.30
Trailing 3-Yr as of 2018-01-31
Modern Portfolio Theory Statistics
Best Fit Index
S&P 500 TR USD
R-Squared 99
Beta 1.04
Alpha -0.51
Trailing 3-Yr as of 2018-01-31
Principal Risks
Loss of Money, Not FDIC Insured, Market/Market Volatility, Equity Securities, Management
Show Risk Definitions
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.