Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Thursday, January 7, 2010, 4:05PM ET - U.S. Markets Closed.
Dow
0.31%
Nasdaq
0.05%
Home
Investing
Market Overview
Market Stats
Stocks
Mutual Funds
ETFs
Bonds
Options
Industries
Currencies
New!
Education
News & Opinion
Markets
Investing Ideas
Expert Advice
Special Editions
Company Finances
Providers
Personal Finance
Banking & Budgeting
Career & Work
College & Education
Family & Home
Insurance
Loans
Real Estate
Retirement
Taxes
How-to Guides
My Portfolios
Sign In to Create/Edit My Portfolios
Free trial of Real-Time Quotes
Tech Ticker
Get Quotes
Finance Search
Waddell & Reed New Concepts Y (UNEYX)
On
Jan 6
:
9.52
0.03
(0.32%)
MORE ON UNEYX
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)
:
19.72%
Worst 1 Yr Total Return
(2008)
:
-37.28%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
UNEYX
Category
Alpha (against Standard Index)
6.56
2.05
Beta (against Standard Index)
1.05
1.08
Mean Annual Return
0.02
-0.20
R-squared (against Standard Index)
92
84.21
Standard Deviation
21.56
23.41
Sharpe Ratio
0.00
N/A
Treynor Ratio
-2.16
N/A
5 Years
Statistic
UNEYX
Category
Alpha (against Standard Index)
4.74
1.56
Beta (against Standard Index)
1.06
1.11
Mean Annual Return
5.22
0.29
R-squared (against Standard Index)
89
80.86
Standard Deviation
17.95
19.91
Sharpe Ratio
0.21
N/A
Treynor Ratio
2.10
N/A
10 Years
Statistic
UNEYX
Category
Alpha (against Standard Index)
3.56
3.33
Beta (against Standard Index)
1.05
1.11
Mean Annual Return
1.81
0.32
R-squared (against Standard Index)
59
61.70
Standard Deviation
22.06
23.38
Sharpe Ratio
0.06
N/A
Treynor Ratio
-1.06
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center