Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Wednesday, December 9, 2009, 5:44PM 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 Capital Appreciation Inv A (SRLAX)
On
Dec 8
:
14.81
0.13
(0.87%)
MORE ON SRLAX
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
(2007)
:
18.25%
Worst 1 Yr Total Return
(2008)
:
-36.56%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
SRLAX
Category
Alpha (against Standard Index)
4.94
2.45
Beta (against Standard Index)
0.95
1.00
Mean Annual Return
-1.94
-0.24
R-squared (against Standard Index)
88
88.47
Standard Deviation
19.71
20.84
Sharpe Ratio
-0.12
N/A
Treynor Ratio
-4.59
N/A
5 Years
Statistic
SRLAX
Category
Alpha (against Standard Index)
2.02
0.94
Beta (against Standard Index)
0.96
1.01
Mean Annual Return
2.36
0.21
R-squared (against Standard Index)
86
86.37
Standard Deviation
16.39
17.46
Sharpe Ratio
0.04
N/A
Treynor Ratio
-0.70
N/A
10 Years
Statistic
SRLAX
Category
Alpha (against Standard Index)
0.57
0.18
Beta (against Standard Index)
0.98
1.04
Mean Annual Return
-0.43
0.04
R-squared (against Standard Index)
89
78.62
Standard Deviation
16.70
19.22
Sharpe Ratio
-0.12
N/A
Treynor Ratio
-3.48
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center