Investment & Retirement Planning

If you are interested in viewing the risk adjusted returns for the funds in our plan, please go to www.morningstar.com. At the top of the screen is a box to enter a ticker, name or topic. Enter the ticker name for the fund you are interested in and click on the "Quotes/Reports" button. After the report comes up, you will see several buttons on the left side of the screen. One of them says "Risk Measures". Click on this button and you will get the Sharpe Ratio, the Alpha and the Beta. It also ranks the fund compared to all other fund in the same asset class on a risk-adjusted basis.