Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Sunday, December 6, 2009, 8:25PM ET - U.S. Markets Closed.
Dow
0.22%
Nasdaq
0.98%
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
RS Tax-Exempt A (GUTEX)
On
Dec 4
:
10.20
0.01
(0.10%)
MORE ON GUTEX
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:
Average
Number of Years Up:
4
Number of Years Down:
1
Best 1 Yr Total Return
(2006)
:
5.03%
Worst 1 Yr Total Return
(2008)
:
-0.23%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
GUTEX
Category
Alpha (against Standard Index)
-0.21
-2.27
Beta (against Standard Index)
1.00
1.17
Mean Annual Return
3.95
0.19
R-squared (against Standard Index)
95
87.41
Standard Deviation
6.12
7.66
Sharpe Ratio
0.27
N/A
Treynor Ratio
1.53
N/A
5 Years
Statistic
GUTEX
Category
Alpha (against Standard Index)
0.04
-1.38
Beta (against Standard Index)
1.00
1.15
Mean Annual Return
4.20
0.25
R-squared (against Standard Index)
95
87.57
Standard Deviation
5.01
6.17
Sharpe Ratio
0.25
N/A
Treynor Ratio
1.17
N/A
10 Years
Statistic
GUTEX
Category
Alpha (against Standard Index)
-0.09
-1.30
Beta (against Standard Index)
1.06
1.11
Mean Annual Return
5.73
0.39
R-squared (against Standard Index)
96
88.63
Standard Deviation
5.05
5.59
Sharpe Ratio
0.55
N/A
Treynor Ratio
2.59
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center