How to Decode Risk and Return Measures
Green is good, and red is bad. But what do the ratings mean?
Question: Can you please explain how the Morningstar Risk Measures chart on the fund Quote pages works?
Answer: The chart you refer to indicates how a fund compares with its peers in two key metrics: risk and return. The number of boxes (rectangles) that appear for each metric, and the color used, indicates how the fund has performed relative to its peers based on these measures.
Adam Zoll does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.