Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Tuesday, December 29, 2009, 5:58PM ET - U.S. Markets Closed.
Dow
0.02%
Nasdaq
0.12%
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 Capital Appreciation B (OTGBX)
On
Dec 28
:
35.84
0.09
(0.25%)
MORE ON OTGBX
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:
Above average
Number of Years Up:
4
Number of Years Down:
1
Best 1 Yr Total Return
(2007)
:
12.88%
Worst 1 Yr Total Return
(2008)
:
-46.30%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
OTGBX
Category
Alpha (against Standard Index)
0.66
2.20
Beta (against Standard Index)
1.08
0.99
Mean Annual Return
-6.29
-0.14
R-squared (against Standard Index)
88
88.76
Standard Deviation
22.89
21.04
Sharpe Ratio
-0.26
N/A
Treynor Ratio
-7.93
N/A
5 Years
Statistic
OTGBX
Category
Alpha (against Standard Index)
-1.30
0.80
Beta (against Standard Index)
1.08
1.01
Mean Annual Return
-1.14
0.24
R-squared (against Standard Index)
87
86.59
Standard Deviation
18.58
17.50
Sharpe Ratio
-0.12
N/A
Treynor Ratio
-3.82
N/A
10 Years
Statistic
OTGBX
Category
Alpha (against Standard Index)
0.10
-0.13
Beta (against Standard Index)
1.09
1.04
Mean Annual Return
-1.20
0.05
R-squared (against Standard Index)
84
78.99
Standard Deviation
19.23
19.17
Sharpe Ratio
-0.12
N/A
Treynor Ratio
-3.79
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center