| Morningstar Balanced ETF Asset Allc II BETFX |
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| Release date as of 2025-04-30. 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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453 |
| 5-Year |
Average |
Average |
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423 |
| 10-Year |
Average |
Below Avg |
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321 |
| Overall |
Average |
Average |
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453 |
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Morningstar Category: Global Moderate Allocation | Number of Funds in Category:
453 |
| Data through 2025-04-30 |
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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 |
11.71 |
| Mean |
6.06 |
| Sharpe Ratio |
0.17 |
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Trailing 3-Yr as of 2025-04-30 |
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| Modern Portfolio Theory Statistics |
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Best Fit Index
Morningstar Lifetime Mod 2040 TR USD |
| R-Squared |
99 |
| Beta |
0.81 |
| Alpha |
-0.82 |
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Trailing 3-Yr as of 2025-04-30 |
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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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© Copyright 2025 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
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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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