Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Wednesday, December 9, 2009, 2:21PM ET - U.S. Markets close in 1 hour and 39 minutes.
Dow
0.05%
Nasdaq
0.13%
Home
Investing
Market Overview
Market Stats
Stocks
Mutual Funds
ETFs
Bonds
Options
Industries
Currencies
New!
Education
News & Opinion
Markets
Investing Ideas
Expert Advice
Special Editions
Company Finances
Providers
Personal Finance
Banking & Budgeting
Career & Work
College & Education
Family & Home
Insurance
Loans
Real Estate
Retirement
Taxes
How-to Guides
My Portfolios
Sign In to Create/Edit My Portfolios
Free trial of Real-Time Quotes
Tech Ticker
Get Quotes
Finance Search
WB Capital Limited Term Bond (AFTRX)
On
Dec 8
:
9.53
0.01
(0.11%)
MORE ON AFTRX
Quotes
Summary
Historical Prices
Charts
Interactive
Basic Chart
Basic Tech. Analysis
News & Info
Headlines
Message Board
Fund
Profile
Performance
Holdings
Risk
Purchase Info
Analyst
Research Reports
Risk
As of 31-Oct-09
Get
Risk
for:
RISK OVERVIEW
Morningstar Risk Rating:
Below average
Number of Years Up:
5
Number of Years Down:
0
Best 1 Yr Total Return
(2007)
:
6.36%
Worst 1 Yr Total Return
(2005)
:
1.21%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
AFTRX
Category
Alpha (against Standard Index)
0.21
-0.26
Beta (against Standard Index)
0.38
0.38
Mean Annual Return
4.12
0.30
R-squared (against Standard Index)
53
32.40
Standard Deviation
2.14
3.42
Sharpe Ratio
0.78
N/A
Treynor Ratio
4.49
N/A
5 Years
Statistic
AFTRX
Category
Alpha (against Standard Index)
-0.35
-0.58
Beta (against Standard Index)
0.37
0.40
Mean Annual Return
3.42
0.27
R-squared (against Standard Index)
57
36.30
Standard Deviation
1.80
2.80
Sharpe Ratio
0.22
N/A
Treynor Ratio
1.06
N/A
10 Years
Statistic
AFTRX
Category
Alpha (against Standard Index)
-0.13
-0.21
Beta (against Standard Index)
0.31
0.44
Mean Annual Return
3.85
0.35
R-squared (against Standard Index)
42
45.80
Standard Deviation
1.82
2.67
Sharpe Ratio
0.49
N/A
Treynor Ratio
2.87
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center