Finance Home - My Yahoo - Yahoo! - Help

Saturday, December 26, 2009, 4:08AM ET - U.S. Markets Closed. Dow  0.51% Nasdaq  0.71%

Waddell & Reed New Concepts B (UNEBX)

On Dec 24: 7.64   0.02 (0.26%)

MORE ON UNEBX

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 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2004): 17.89% Worst 1 Yr Total Return (2008): -38.30% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic UNEBX Category Alpha (against Standard Index) 4.95 2.05 Beta (against Standard Index) 1.04 1.08 Mean Annual Return -1.56 -0.20 R-squared (against Standard Index) 92 84.21 Standard Deviation 21.51 23.41 Sharpe Ratio -0.07 N/A Treynor Ratio -3.67 N/A 5 Years Statistic UNEBX Category Alpha (against Standard Index) 3.19 1.56 Beta (against Standard Index) 1.06 1.11 Mean Annual Return 3.60 0.29 R-squared (against Standard Index) 89 80.86 Standard Deviation 17.92 19.91 Sharpe Ratio 0.12 N/A Treynor Ratio 0.58 N/A 10 Years Statistic UNEBX Category Alpha (against Standard Index) 1.93 3.33 Beta (against Standard Index) 1.05 1.11 Mean Annual Return 0.18 0.32 R-squared (against Standard Index) 59 61.70 Standard Deviation 22.02 23.38 Sharpe Ratio -0.01 N/A Treynor Ratio -2.62 N/A
Add to Portfolio     Set Alert     Email to a Friend Get Risk for Another Symbol: Symbol Lookup • Help with Risk Statistics • Planning Center