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Ratings & Risk for AIM Charter A (CHTRX)

Morningstar Category: Large Blend
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year High Below Average
    		521
    5-Year High Low
    		444
    10-Year Below Average Above Average
    		313
    Overall Above Average 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 02/28/2010

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 17.74 0.15 0.00
    5-Year 14.31 0.41 0.15
    10-Year 16.90 0.05 -0.13
    15-Year 16.94 0.73 0.31
    20-Year 15.66 0.79 0.36
    Trailing data as of 02/28/2010

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 90.33 0.93 2.18
    3-Year 95.60 0.86 4.88
    5-Year 94.97 0.86 3.11
    10-Year 88.18 0.99 -0.46

    S&P 500 TR

    Trailing data as of 02/28/2010