Finance Home - My Yahoo - Yahoo! - Help

Tuesday, December 8, 2009, 10:35PM ET - U.S. Markets Closed. Dow  1.00% Nasdaq  0.76%

Schwab Core Equity Inv (SWANX)

On Dec 8: 14.92   0.15 (1.00%)

MORE ON SWANX

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: Below average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 15.59% Worst 1 Yr Total Return (2008): -33.24% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SWANX Category Alpha (against Standard Index) -0.46 0.38 Beta (against Standard Index) 0.91 1.00 Mean Annual Return -6.55 -0.41 R-squared (against Standard Index) 97 95.50 Standard Deviation 18.11 20.09 Sharpe Ratio -0.41 N/A Treynor Ratio -9.84 N/A 5 Years Statistic SWANX Category Alpha (against Standard Index) 1.47 0.26 Beta (against Standard Index) 0.93 1.01 Mean Annual Return 2.02 0.16 R-squared (against Standard Index) 95 94.84 Standard Deviation 15.23 16.47 Sharpe Ratio 0.01 N/A Treynor Ratio -1.07 N/A 10 Years Statistic SWANX Category Alpha (against Standard Index) 0.30 0.84 Beta (against Standard Index) 0.91 0.97 Mean Annual Return -0.26 0.11 R-squared (against Standard Index) 93 91.16 Standard Deviation 15.11 16.35 Sharpe Ratio -0.13 N/A Treynor Ratio -3.55 N/A
Add to Portfolio     Set Alert     Email to a Friend Get Risk for Another Symbol: Symbol Lookup • Help with Risk Statistics • Planning Center