Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Tuesday, December 22, 2009, 6:23AM ET - U.S. Markets open in 3 hours and 7 minutes.
Dow
0.83%
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
MainStay Balanced R3 (MBDRX)
On
Dec 21
:
23.25
0.11
(0.48%)
MORE ON MBDRX
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:
1
Number of Years Down:
1
Best 1 Yr Total Return
(2007)
:
1.99%
Worst 1 Yr Total Return
(2008)
:
-25.67%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
MBDRX
Category
Alpha (against Standard Index)
-3.72
-2.96
Beta (against Standard Index)
1.05
1.07
Mean Annual Return
-2.83
-0.09
R-squared (against Standard Index)
96
93.10
Standard Deviation
14.27
14.78
Sharpe Ratio
-0.29
N/A
Treynor Ratio
-4.85
N/A
5 Years
Statistic
MBDRX
Category
Alpha (against Standard Index)
-3.44
-2.53
Beta (against Standard Index)
1.05
1.06
Mean Annual Return
1.30
0.24
R-squared (against Standard Index)
95
92.17
Standard Deviation
11.58
11.94
Sharpe Ratio
-0.08
N/A
Treynor Ratio
-1.61
N/A
10 Years
Statistic
MBDRX
Category
Alpha (against Standard Index)
0.54
-2.27
Beta (against Standard Index)
0.91
1.06
Mean Annual Return
5.28
0.27
R-squared (against Standard Index)
80
86.88
Standard Deviation
10.18
11.38
Sharpe Ratio
0.27
N/A
Treynor Ratio
2.57
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center