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Waddell & Reed Core Investment A (UNCMX)

On Dec 28: 4.99   0.00 (0.00%)

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Risk  As of 30-Nov-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): 16.97% Worst 1 Yr Total Return (2008): -34.48% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic UNCMX Category Alpha (against Standard Index) 2.27 2.20 Beta (against Standard Index) 0.93 0.99 Mean Annual Return -3.03 -0.14 R-squared (against Standard Index) 93 88.76 Standard Deviation 19.11 21.04 Sharpe Ratio -0.18 N/A Treynor Ratio -5.70 N/A 5 Years Statistic UNCMX Category Alpha (against Standard Index) 2.32 0.80 Beta (against Standard Index) 0.93 1.01 Mean Annual Return 3.22 0.24 R-squared (against Standard Index) 90 86.59 Standard Deviation 15.70 17.50 Sharpe Ratio 0.09 N/A Treynor Ratio 0.25 N/A 10 Years Statistic UNCMX Category Alpha (against Standard Index) 1.50 -0.13 Beta (against Standard Index) 0.90 1.04 Mean Annual Return 1.30 0.05 R-squared (against Standard Index) 90 78.99 Standard Deviation 15.39 19.17 Sharpe Ratio -0.03 N/A Treynor Ratio -1.81 N/A
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