Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Wednesday, December 9, 2009, 4:22PM 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
Nuveen Conservative Allocation A (NBMSX)
On
Dec 8
:
22.76
0.11
(0.48%)
MORE ON NBMSX
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:
Above average
Number of Years Up:
4
Number of Years Down:
1
Best 1 Yr Total Return
(2006)
:
10.44%
Worst 1 Yr Total Return
(2008)
:
-19.39%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
NBMSX
Category
Alpha (against Standard Index)
-0.78
-0.86
Beta (against Standard Index)
0.90
0.74
Mean Annual Return
-0.07
0.06
R-squared (against Standard Index)
91
86.33
Standard Deviation
12.32
10.51
Sharpe Ratio
-0.14
N/A
Treynor Ratio
-2.77
N/A
5 Years
Statistic
NBMSX
Category
Alpha (against Standard Index)
-0.86
-1.44
Beta (against Standard Index)
0.87
0.71
Mean Annual Return
3.57
0.26
R-squared (against Standard Index)
90
84.96
Standard Deviation
9.78
8.32
Sharpe Ratio
0.10
N/A
Treynor Ratio
0.63
N/A
10 Years
Statistic
NBMSX
Category
Alpha (against Standard Index)
-1.48
-1.02
Beta (against Standard Index)
0.72
0.71
Mean Annual Return
2.77
0.29
R-squared (against Standard Index)
80
78.75
Standard Deviation
7.98
8.01
Sharpe Ratio
0.02
N/A
Treynor Ratio
-0.28
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center