Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Tuesday, December 8, 2009, 5:52PM ET - U.S. Markets Closed.
Dow
1.00%
Nasdaq
0.76%
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
Oppenheimer Balanced C (OASCX)
On
Dec 7
:
8.74
0.03
(0.34%)
MORE ON OASCX
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:
High
Number of Years Up:
4
Number of Years Down:
1
Best 1 Yr Total Return
(2006)
:
9.35%
Worst 1 Yr Total Return
(2008)
:
-42.59%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
OASCX
Category
Alpha (against Standard Index)
-10.80
-2.88
Beta (against Standard Index)
1.27
1.08
Mean Annual Return
-10.87
-0.13
R-squared (against Standard Index)
83
93.44
Standard Deviation
18.27
14.69
Sharpe Ratio
-0.67
N/A
Treynor Ratio
-10.51
N/A
5 Years
Statistic
OASCX
Category
Alpha (against Standard Index)
-8.46
-2.47
Beta (against Standard Index)
1.23
1.06
Mean Annual Return
-3.87
0.23
R-squared (against Standard Index)
82
92.52
Standard Deviation
14.65
11.89
Sharpe Ratio
-0.40
N/A
Treynor Ratio
-5.59
N/A
10 Years
Statistic
OASCX
Category
Alpha (against Standard Index)
-4.56
-2.17
Beta (against Standard Index)
1.20
1.05
Mean Annual Return
0.16
0.26
R-squared (against Standard Index)
84
86.72
Standard Deviation
13.03
11.31
Sharpe Ratio
-0.15
N/A
Treynor Ratio
-2.35
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center