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Waddell & Reed Bond A (UNBDX)
On
Dec 29
:
6.09
0.01
(0.16%)
MORE ON UNBDX
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Risk
As of 30-Nov-09
Get
Risk
for:
RISK OVERVIEW
Morningstar Risk Rating:
Low
Number of Years Up:
4
Number of Years Down:
1
Best 1 Yr Total Return
(2007)
:
5.56%
Worst 1 Yr Total Return
(2008)
:
-0.12%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
UNBDX
Category
Alpha (against Standard Index)
-0.93
-1.73
Beta (against Standard Index)
0.78
1.02
Mean Annual Return
4.50
0.39
R-squared (against Standard Index)
82
59.65
Standard Deviation
3.45
5.93
Sharpe Ratio
0.62
N/A
Treynor Ratio
2.87
N/A
5 Years
Statistic
UNBDX
Category
Alpha (against Standard Index)
-0.88
-1.13
Beta (against Standard Index)
0.81
0.98
Mean Annual Return
4.10
0.35
R-squared (against Standard Index)
85
61.85
Standard Deviation
3.14
4.90
Sharpe Ratio
0.35
N/A
Treynor Ratio
1.37
N/A
10 Years
Statistic
UNBDX
Category
Alpha (against Standard Index)
-0.60
-0.67
Beta (against Standard Index)
0.89
0.96
Mean Annual Return
5.41
0.46
R-squared (against Standard Index)
91
70.95
Standard Deviation
3.50
4.48
Sharpe Ratio
0.70
N/A
Treynor Ratio
2.81
N/A
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