Canada markets closed

Davenport Balanced Income (DBALX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
12.75+0.01 (+0.08%)
At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 20, 2024)18.55%
Worst 1 Yr Total Return (Jun 20, 2024)N/A

Risk Statistics

3 Years
DBALXCategory Average
5 Years
DBALXCategory Average
10 Years
DBALXCategory Average
Alpha
-0.34-0.01
-0.68-0.01
N/A-0
BETA
0.820.01
0.940.01
N/A0.01
Mean Annual Return
0.140.01
0.510.01
N/A0.01
R-squared
90.590.93
90.310.92
N/A0.92
Standard Deviation
10.780.13
12.240.1
N/A0.09
Sharpe Ratio
-0.140.01
0.320.01
N/A0.01
Treynor Ratio
-2.610.09
3.470.09
N/A0.07