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Dunham Appreciation & Income C (DCAIX)
On
Dec 16
:
7.78
0.03
(0.39%)
MORE ON DCAIX
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Analyst
Research Reports
Risk
As of 30-Nov-09
Get
Risk
for:
RISK OVERVIEW
Morningstar Risk Rating:
Average
Number of Years Up:
3
Number of Years Down:
1
Best 1 Yr Total Return
(2007)
:
15.00%
Worst 1 Yr Total Return
(2008)
:
-34.48%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
DCAIX
Category
Alpha (against Standard Index)
0.59
-0.95
Beta (against Standard Index)
1.32
1.21
Mean Annual Return
0.64
0.07
R-squared (against Standard Index)
91
80.73
Standard Deviation
18.36
17.91
Sharpe Ratio
0.01
N/A
Treynor Ratio
-1.23
N/A
5 Years
Statistic
DCAIX
Category
Alpha (against Standard Index)
N/A
-2.13
Beta (against Standard Index)
N/A
1.20
Mean Annual Return
N/A
0.30
R-squared (against Standard Index)
N/A
79.99
Standard Deviation
N/A
14.54
Sharpe Ratio
N/A
N/A
Treynor Ratio
N/A
N/A
10 Years
Statistic
DCAIX
Category
Alpha (against Standard Index)
N/A
-0.63
Beta (against Standard Index)
N/A
1.19
Mean Annual Return
N/A
0.43
R-squared (against Standard Index)
N/A
71.60
Standard Deviation
N/A
14.11
Sharpe Ratio
N/A
N/A
Treynor Ratio
N/A
N/A
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