Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Wednesday, December 2, 2009, 8:00AM ET - U.S. Markets open in 1 hour and 30 minutes. Dow Up 1.23% Nasdaq  0.00%
American Funds American Hi Inc Tr 529A (CITAX)On Dec 1: 10.41  Up 0.01 (0.10%)  
MORE ON CITAX
Quotes
Charts
News & Info
Fund
HereRisk
Analyst


Risk  As of 31-Oct-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:Average
Number of Years Up:4
Number of Years Down:1
Best 1 Yr Total Return (2006):12.13%
Worst 1 Yr Total Return (2008):-27.54%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticCITAXCategory
Alpha (against Standard Index)-3.46-3.12
Beta (against Standard Index)1.221.16
Mean Annual Return2.480.31
R-squared (against Standard Index)1010.86
Standard Deviation15.4115.35
Sharpe Ratio0.08N/A
Treynor Ratio0.05N/A
5 Years
StatisticCITAXCategory
Alpha (against Standard Index)0.31-0.09
Beta (against Standard Index)0.950.92
Mean Annual Return4.560.40
R-squared (against Standard Index)88.80
Standard Deviation12.1312.20
Sharpe Ratio0.18N/A
Treynor Ratio1.61N/A
10 Years
StatisticCITAXCategory
Alpha (against Standard Index)1.730.55
Beta (against Standard Index)0.530.51
Mean Annual Return5.980.43
R-squared (against Standard Index)43.74
Standard Deviation10.6910.75
Sharpe Ratio0.32N/A
Treynor Ratio5.67N/A

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Risk for Another Symbol: Symbol Lookup
Help with Risk StatisticsPlanning Center