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Schwab Health Care (SWHFX)

On Nov 27: 14.34   0.20 (1.38%)

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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 (2004): 31.01% Worst 1 Yr Total Return (2008): -24.96% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SWHFX Category Alpha (against Standard Index) 1.44 2.21 Beta (against Standard Index) 0.71 0.72 Mean Annual Return -2.97 -0.08 R-squared (against Standard Index) 68 62.22 Standard Deviation 16.67 18.26 Sharpe Ratio -0.24 N/A Treynor Ratio -7.62 N/A 5 Years Statistic SWHFX Category Alpha (against Standard Index) 3.92 2.35 Beta (against Standard Index) 0.72 0.73 Mean Annual Return 4.99 0.36 R-squared (against Standard Index) 64 57.56 Standard Deviation 14.40 15.68 Sharpe Ratio 0.20 N/A Treynor Ratio 2.71 N/A 10 Years Statistic SWHFX Category Alpha (against Standard Index) N/A 6.46 Beta (against Standard Index) N/A 0.61 Mean Annual Return N/A 0.65 R-squared (against Standard Index) N/A 28.51 Standard Deviation N/A 19.99 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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