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Dunham Appreciation & Income N (DNAIX)

8.05 Up 0.02(0.25%) Mar 24

Risk as of Feb 27, 2017Get Risk for:
Risk Overview 
Morningstar Risk Rating:4
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return(Dec 30, 2009):38.68%
Worst 1 Yr Total Return(Dec 30, 2008):-33.79%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticDNAIXCategory
Alpha (against Standard Index)-3.57-2.30
Beta (against Standard Index)1.031.19
Mean Annual Return0.100.26
R-squared (against Standard Index)65.4878.56
Standard Deviation8.228.64
Sharpe Ratio0.120.32
Treynor Ratio0.641.94
5 Years
StatisticDNAIXCategory
Alpha (against Standard Index)-2.96-0.24
Beta (against Standard Index)1.141.15
Mean Annual Return0.390.62
R-squared (against Standard Index)74.4378.34
Standard Deviation8.608.47
Sharpe Ratio0.530.88
Treynor Ratio3.766.35
10 Years
StatisticDNAIXCategory
Alpha (against Standard Index)-1.75-0.87
Beta (against Standard Index)1.281.19
Mean Annual Return0.460.50
R-squared (against Standard Index)87.9883.65
Standard Deviation13.5112.88
Sharpe Ratio0.360.42
Treynor Ratio3.223.92