Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Thursday, December 17, 2009, 4:36PM ET - U.S. Markets Closed.
Dow
1.27%
Nasdaq
1.22%
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
PL Port Optimization Mod-Agrsv 529 MT B (CPBDX)
On
Dec 16
:
10.16
0.04
(0.40%)
MORE ON CPBDX
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 30-Nov-09
Get
Risk
for:
RISK OVERVIEW
Morningstar Risk Rating:
Below average
Number of Years Up:
3
Number of Years Down:
1
Best 1 Yr Total Return
(2006)
:
13.23%
Worst 1 Yr Total Return
(2008)
:
-34.67%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
CPBDX
Category
Alpha (against Standard Index)
1.82
0.06
Beta (against Standard Index)
0.95
1.00
Mean Annual Return
-3.63
-0.33
R-squared (against Standard Index)
96
95.82
Standard Deviation
19.24
20.42
Sharpe Ratio
-0.21
N/A
Treynor Ratio
-6.21
N/A
5 Years
Statistic
CPBDX
Category
Alpha (against Standard Index)
1.11
0.04
Beta (against Standard Index)
0.94
1.01
Mean Annual Return
2.00
0.17
R-squared (against Standard Index)
95
95.19
Standard Deviation
15.45
16.64
Sharpe Ratio
0.02
N/A
Treynor Ratio
-1.06
N/A
10 Years
Statistic
CPBDX
Category
Alpha (against Standard Index)
N/A
0.81
Beta (against Standard Index)
N/A
0.96
Mean Annual Return
N/A
0.14
R-squared (against Standard Index)
N/A
91.13
Standard Deviation
N/A
16.39
Sharpe Ratio
N/A
N/A
Treynor Ratio
N/A
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center