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    Waddell & Reed Energy A (WEGAX)

    12.93 Down 0.05(0.39%) Mar 23

    Risk as of Feb 27, 2017Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up6
    Number of Years Down4
    Best 1 Yr Total Return(Dec 30, 2007):52.48%
    Worst 1 Yr Total Return(Dec 30, 2008):-47.03%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticWEGAXCategory
    Alpha (against Standard Index)-8.64-15.07
    Beta (against Standard Index)1.231.30
    Mean Annual Return-0.19-0.69
    R-squared (against Standard Index)31.0033.26
    Standard Deviation23.7624.63
    Sharpe Ratio-0.10-0.32
    Treynor Ratio-4.06-7.76
    5 Years
    StatisticWEGAXCategory
    Alpha (against Standard Index)-7.16-13.06
    Beta (against Standard Index)1.161.27
    Mean Annual Return0.23-0.19
    R-squared (against Standard Index)38.2741.46
    Standard Deviation20.7622.02
    Sharpe Ratio0.13-0.10
    Treynor Ratio0.44-3.45
    10 Years
    StatisticWEGAXCategory
    Alpha (against Standard Index)0.54-1.94
    Beta (against Standard Index)1.161.23
    Mean Annual Return0.570.39
    R-squared (against Standard Index)59.4858.06
    Standard Deviation25.7627.54
    Sharpe Ratio0.240.15
    Treynor Ratio2.460.24