Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Wednesday, December 9, 2009, 5:48PM ET - U.S. Markets Closed.
Dow
0.50%
Nasdaq
0.49%
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
BlackRock Balanced Capital A (MDCPX)
On
Dec 8
:
19.51
0.12
(0.61%)
MORE ON MDCPX
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)
:
14.49%
Worst 1 Yr Total Return
(2008)
:
-28.27%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
MDCPX
Category
Alpha (against Standard Index)
-4.62
-2.88
Beta (against Standard Index)
1.07
1.08
Mean Annual Return
-4.30
-0.13
R-squared (against Standard Index)
94
93.44
Standard Deviation
14.50
14.69
Sharpe Ratio
-0.40
N/A
Treynor Ratio
-6.30
N/A
5 Years
Statistic
MDCPX
Category
Alpha (against Standard Index)
-3.40
-2.47
Beta (against Standard Index)
1.05
1.06
Mean Annual Return
1.16
0.23
R-squared (against Standard Index)
93
92.52
Standard Deviation
11.71
11.89
Sharpe Ratio
-0.10
N/A
Treynor Ratio
-1.78
N/A
10 Years
Statistic
MDCPX
Category
Alpha (against Standard Index)
-3.08
-2.17
Beta (against Standard Index)
1.06
1.05
Mean Annual Return
1.59
0.26
R-squared (against Standard Index)
89
86.72
Standard Deviation
11.12
11.31
Sharpe Ratio
-0.07
N/A
Treynor Ratio
-1.30
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center