Ratings & Risk for CNI Charter CA Tax Exempt Bond Inst (CNTIX)

Morningstar Category: Muni California Int/Sh
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Average
    27
    5-Year Average Below Average
    24
    10-Year 21
    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 3.96 0.30 0.30
    5-Year 3.31 0.26 0.04
    10-Year
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 74.37 0.66 -1.79
    3-Year 84.46 0.61 0.05
    5-Year 85.18 0.62 -0.64
    10-Year

    Barclays Municipal TR USD

    Trailing data as of 10/31/2009