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skills/datapoint-finder/references/buckets/perf-risk-metrics.md
1.68 KB · Oct 5, 2026 · 18:07 UTC
# Risk Metrics Morningstar datapoints for **Performance & Returns → Risk Metrics**. | Datapoint name | |---| | Batting Average 1 Yr (Mo-End) | | Batting Average 3 Yr (Mo-End) | | Batting Average 5 Yr (Mo-End) | | Beta 1 Yr (Mo-End) | | Beta 10 Yr (Mo-End) | | Beta 3 Yr (Mo-End) | | Beta 5 Yr (Mo-End) | | Downside Capture Ratio 1 Yr (Mo-End) | | Downside Capture Ratio 10 Yr (Mo-End) | | Downside Capture Ratio 3 Yr (Mo-End) | | Downside Capture Ratio 5 Yr (Mo-End) | | R-Squared 1 Yr (Mo-End) | | R-Squared 10 Yr (Mo-End) | | R-Squared 3 Yr (Mo-End) | | R-Squared 3-Year - Passive Process Pillar | | R-Squared 3-Year - Ranked - Passive Process Pillar | | R-Squared 5 Yr (Mo-End) | | Skewness 1 Yr (Mo-End) | | Skewness 3 Yr (Mo-End) | | Skewness 5 Yr (Mo-End) | | Standard Deviation 1-Year - Passive Process Pillar | | Standard Deviation 1-Year - Ranked - Passive Process Pillar | | Standard Deviation 3-Year - Passive Process Pillar | | Standard Deviation 3-Year - Ranked - Passive Process Pillar | | Std Dev 1 Yr (Mo-End) | | Std Dev 10 Yr (Mo-End) | | Std Dev 3 Yr (Mo-End) | | Std Dev 5 Yr (Mo-End) | | Strategic Beta | | Strategic Beta Group | | Tracking Error 1-Year - Passive Process Pillar | | Tracking Error 1-Year - Ranked - Passive Process Pillar | | Tracking Error 10 Yr (Mo-End) | | Tracking Error 3 Yr (Mo-End) | | Tracking Error 3-Year - Passive Process Pillar | | Tracking Error 3-Year - Ranked - Passive Process Pillar | | Tracking Error 5 Yr (Mo-End) | | Upside Capture Ratio 1 Yr (Mo-End) | | Upside Capture Ratio 10 Yr (Mo-End) | | Upside Capture Ratio 3 Yr (Mo-End) | | Upside Capture Ratio 5 Yr (Mo-End) | | Volatility Rank % (Mo-End) | | Weighted R-Squared - Ranked - Active Process Pillar |
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