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Waddell & Reed Core Investment B (UNIBX)

On Dec 28: 4.62   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): 15.80% Worst 1 Yr Total Return (2008): -35.34% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic UNIBX Category Alpha (against Standard Index) 1.16 2.20 Beta (against Standard Index) 0.93 0.99 Mean Annual Return -4.11 -0.14 R-squared (against Standard Index) 93 88.76 Standard Deviation 19.11 21.04 Sharpe Ratio -0.24 N/A Treynor Ratio -6.86 N/A 5 Years Statistic UNIBX Category Alpha (against Standard Index) 1.19 0.80 Beta (against Standard Index) 0.93 1.01 Mean Annual Return 2.05 0.24 R-squared (against Standard Index) 91 86.59 Standard Deviation 15.72 17.50 Sharpe Ratio 0.02 N/A Treynor Ratio -1.00 N/A 10 Years Statistic UNIBX Category Alpha (against Standard Index) 0.35 -0.13 Beta (against Standard Index) 0.90 1.04 Mean Annual Return 0.13 0.05 R-squared (against Standard Index) 90 78.99 Standard Deviation 15.38 19.17 Sharpe Ratio -0.10 N/A Treynor Ratio -3.11 N/A
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