Finance Home - My Yahoo - Yahoo! - Help

Tuesday, December 8, 2009, 8:51PM ET - U.S. Markets Closed. Dow  1.00% Nasdaq  0.76%

Rydex/SGI Mid Cap Value B (SVSBX)

On Dec 8: 22.70   0.18 (0.79%)

MORE ON SVSBX

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 (2004): 25.87% Worst 1 Yr Total Return (2008): -27.70% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SVSBX Category Alpha (against Standard Index) 6.07 2.32 Beta (against Standard Index) 1.01 1.15 Mean Annual Return -1.59 -0.35 R-squared (against Standard Index) 87 90.18 Standard Deviation 21.18 23.68 Sharpe Ratio -0.08 N/A Treynor Ratio -3.96 N/A 5 Years Statistic SVSBX Category Alpha (against Standard Index) 6.40 2.22 Beta (against Standard Index) 1.06 1.16 Mean Annual Return 6.36 0.30 R-squared (against Standard Index) 79 89.12 Standard Deviation 18.78 19.61 Sharpe Ratio 0.27 N/A Treynor Ratio 3.16 N/A 10 Years Statistic SVSBX Category Alpha (against Standard Index) 12.24 7.83 Beta (against Standard Index) 0.95 0.94 Mean Annual Return 11.52 0.70 R-squared (against Standard Index) 66 72.23 Standard Deviation 18.86 17.96 Sharpe Ratio 0.52 N/A Treynor Ratio 9.00 N/A
Add to Portfolio     Set Alert     Email to a Friend Get Risk for Another Symbol: Symbol Lookup • Help with Risk Statistics • Planning Center