Morningstar
Monthly Report Spotlight: Morningstar Portfolio X-Ray - Risk/Reward Scatterplot
 
The Risk/Reward Scatterplot charts the overall portfolio and the holdings within, relative to the benchmark index. The graph displays the holdings according to risk (measured by standard deviation) and return of each for the trailing three-year period.
How to Use It
This graph allows you to illustrate the trade-off between risk and reward with your clients. The ideal positioning of the portfolio is within the upper left quadrant of the graph. Placement here indicates that the portfolio returned more than the benchmark with less risk or volatility.

Monthly Report Spotlight: Morningstar Portfolio X-Ray - Risk/Reward Scatterplot
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