Ratings & Risk for CNI Charter Corporate Bond Inst (CNCIX)

Morningstar Category: Short-Term Bond
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Above Average
    		111
    5-Year Above Average Above Average
    		101
    10-Year — — — 79
    Overall Above Average Above 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 3.92 0.46 0.78
    5-Year 3.36 0.35 0.35
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 58.35 0.56 6.85
    3-Year 71.36 0.83 -0.03
    5-Year 75.98 0.82 -0.44
    10-Year — — —

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009