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).