Answered By: Lippincott Library
Last Updated: Aug 18, 2021     Views: 4216

Use the Morningstar Direct database, available at stations 8A and 8B in Lippincott Library.

  • Select Fund/Manager Analysis from the left-hand menu, then choose Open End Funds.
  • Double-click on your fund(s) of choice, then choose View: Risk from the drop-down menu.


Search Bloomberg (see access details).

  • Type the Fund Ticker symbol and press the <EQUITY> key, then type DES and press <GO>.
    • Example: PABFX <EQUITY> DES <GO>
  • To find the fund's ticker, type FL for Fund Look-up.

Definitions of the, Sharpe Ratio, Sortino Ratio, and Treynor Ratio (or Index).