| Morningstar Balanced ETF Asset Allc I |
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| Release date as of 2024-11-30. Data on page is subject to change. |
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Morningstar
Return
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Morningstar
Risk
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Morningstar
Rating
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Number of
Funds
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| 3-Year |
Average |
Average |
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677 |
| 5-Year |
Below Avg |
Average |
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636 |
| 10-Year |
Below Avg |
Below Avg |
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484 |
| Overall |
Below Avg |
Average |
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677 |
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Morningstar Category: Moderate Allocation | Number of Funds in Category:
677 |
| Data through 2024-11-30 |
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| 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. |
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| Standard Deviation |
12.20 |
| Mean |
4.77 |
| Sharpe Ratio |
0.11 |
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Trailing 3-Yr as of 2024-11-30 |
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| Modern Portfolio Theory Statistics |
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Best Fit Index
Morningstar Mod Agg Tgt Risk TR USD |
| R-Squared |
99 |
| Beta |
0.83 |
| Alpha |
-0.42 |
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Trailing 3-Yr as of 2024-11-30 |
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| Foreign Securities, Loss of Money, Not FDIC Insured, Nondiversification, Market/Market Volatility, Equity Securities, ETF, Industry and Sector Investing, Underlying Fund/Fund of Funds, Fixed-Income Securities, Shareholder Activity, Conflict of Interest, Management |
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| Show Risk Definitions |
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| Non-Diversified Funds: Funds that invest more of their assets in a single issuer involve additional risks, including share price fluctuations, because of the increased concentration of investments. |
| Fund of Funds: An investment option with mutual funds in its portfolio may be subject to the expenses of those mutual funds in addition to those of the investment option itself. |
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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.
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