Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Thursday, December 31, 2009, 3:10AM ET - U.S. Markets open in 6 hours and 20 minutes.
Dow
0.03%
Nasdaq
0.00%
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
Wasatch-1st Source Income (FMEQX)
On
Dec 30
:
10.02
0.00
(0.00%)
MORE ON FMEQX
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:
Average
Number of Years Up:
5
Number of Years Down:
0
Best 1 Yr Total Return
(2007)
:
5.61%
Worst 1 Yr Total Return
(2005)
:
1.01%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
FMEQX
Category
Alpha (against Standard Index)
0.29
-0.15
Beta (against Standard Index)
0.67
0.36
Mean Annual Return
5.33
0.30
R-squared (against Standard Index)
86
33.68
Standard Deviation
2.86
3.31
Sharpe Ratio
1.00
N/A
Treynor Ratio
4.58
N/A
5 Years
Statistic
FMEQX
Category
Alpha (against Standard Index)
-0.39
-0.52
Beta (against Standard Index)
0.68
0.38
Mean Annual Return
4.30
0.28
R-squared (against Standard Index)
88
36.19
Standard Deviation
2.57
2.73
Sharpe Ratio
0.48
N/A
Treynor Ratio
1.91
N/A
10 Years
Statistic
FMEQX
Category
Alpha (against Standard Index)
-0.50
-0.19
Beta (against Standard Index)
0.75
0.43
Mean Annual Return
5.05
0.35
R-squared (against Standard Index)
90
45.24
Standard Deviation
3.01
2.61
Sharpe Ratio
0.69
N/A
Treynor Ratio
2.82
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center