Ratings & Risk for AllianceBern Muni Inc CA C (ACACX)

Morningstar Category: Muni California Long
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Below Average
    38
    5-Year Average Below Average
    37
    10-Year Below Average Below Average
    36
    Overall Average Below Average
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009
  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 6.83 0.17 -0.05
    5-Year 5.57 0.25 0.00
    10-Year 5.28 0.34 0.21
    15-Year 5.20 0.42 0.28
    20-Year 5.12 0.44 0.25
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 88.52 1.27 -5.90
    3-Year 93.05 1.09 -2.38
    5-Year 93.02 1.09 -1.34
    10-Year 91.32 1.08 -1.77

    Barclays Municipal TR USD

    Trailing data as of 10/31/2009