Ratings & Risk for CNI Charter Large Cap Value Eq Inst (CNLIX)

Morningstar Category: Large Value
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Average
    		312
    5-Year Average Average
    		276
    10-Year — — — 183
    Overall Average 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 19.51 -0.56 -0.47
    5-Year 15.98 0.16 -0.06
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 98.91 1.03 -4.54
    3-Year 96.50 0.98 -1.54
    5-Year 95.96 0.98 0.30
    10-Year — — —

    S&P 500 TR

    Trailing data as of 10/31/2009