Ratings & Risk for Dunham Appreciation & Income N (DNAIX)

Morningstar Category: Convertibles
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Average
    		18
    5-Year — — — 17
    10-Year — — — 15
    Overall Above 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 18.19 0.20 0.00
    5-Year — — —
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 89.71 1.07 11.34
    3-Year 91.53 1.32 1.43
    5-Year — — —
    10-Year — — —

    Morningstar Moderate Target Risk

    Trailing data as of 10/31/2009