Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, November 30, 2009, 4:01PM ET - U.S. Markets Closed. Dow Up 0.34% Nasdaq Up 0.29%
Waddell & Reed Asset Strategy A (UNASX)On Nov 27: 8.53  Down 0.33 (3.72%)  
MORE ON UNASX
Quotes
Charts
News & Info
Fund
HereRisk
Analyst


Risk  As of 31-Oct-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:Average
Number of Years Up:4
Number of Years Down:1
Best 1 Yr Total Return (2007):43.61%
Worst 1 Yr Total Return (2008):-25.93%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticUNASXCategory
Alpha (against Standard Index)9.09-0.32
Beta (against Standard Index)0.811.12
Mean Annual Return9.860.08
R-squared (against Standard Index)4686.73
Standard Deviation15.6615.87
Sharpe Ratio0.53N/A
Treynor Ratio9.22N/A
5 Years
StatisticUNASXCategory
Alpha (against Standard Index)10.300.84
Beta (against Standard Index)0.931.15
Mean Annual Return15.140.53
R-squared (against Standard Index)4486.42
Standard Deviation15.0313.37
Sharpe Ratio0.82N/A
Treynor Ratio13.08N/A
10 Years
StatisticUNASXCategory
Alpha (against Standard Index)7.081.26
Beta (against Standard Index)0.761.08
Mean Annual Return11.490.55
R-squared (against Standard Index)3678.57
Standard Deviation12.5512.17
Sharpe Ratio0.70N/A
Treynor Ratio11.23N/A

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Risk for Another Symbol: Symbol Lookup
Help with Risk StatisticsPlanning Center