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Waddell & Reed Core Investment Y (UNIYX)

On Dec 8: 4.83   0.04 (0.82%)

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Risk  As of 31-Oct-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): 17.30% Worst 1 Yr Total Return (2008): -34.29% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic UNIYX Category Alpha (against Standard Index) 3.11 2.45 Beta (against Standard Index) 0.94 1.00 Mean Annual Return -3.45 -0.24 R-squared (against Standard Index) 93 88.47 Standard Deviation 18.95 20.84 Sharpe Ratio -0.22 N/A Treynor Ratio -6.27 N/A 5 Years Statistic UNIYX Category Alpha (against Standard Index) 2.93 0.94 Beta (against Standard Index) 0.94 1.01 Mean Annual Return 3.46 0.21 R-squared (against Standard Index) 90 86.37 Standard Deviation 15.70 17.46 Sharpe Ratio 0.11 N/A Treynor Ratio 0.47 N/A 10 Years Statistic UNIYX Category Alpha (against Standard Index) 1.83 0.18 Beta (against Standard Index) 0.90 1.04 Mean Annual Return 1.28 0.04 R-squared (against Standard Index) 90 78.62 Standard Deviation 15.33 19.22 Sharpe Ratio -0.03 N/A Treynor Ratio -1.88 N/A
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