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USAA Growth and Tax Strategy (USBLX)

On Nov 27: 12.19   0.09 (0.73%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Above average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2004): 9.33% Worst 1 Yr Total Return (2008): -25.30% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic USBLX Category Alpha (against Standard Index) -3.02 -0.86 Beta (against Standard Index) 0.81 0.74 Mean Annual Return -2.12 0.06 R-squared (against Standard Index) 84 86.33 Standard Deviation 11.62 10.51 Sharpe Ratio -0.33 N/A Treynor Ratio -5.60 N/A 5 Years Statistic USBLX Category Alpha (against Standard Index) -1.74 -1.44 Beta (against Standard Index) 0.81 0.71 Mean Annual Return 2.57 0.26 R-squared (against Standard Index) 83 84.96 Standard Deviation 9.60 8.32 Sharpe Ratio 0.00 N/A Treynor Ratio -0.56 N/A 10 Years Statistic USBLX Category Alpha (against Standard Index) -2.88 -1.02 Beta (against Standard Index) 0.83 0.71 Mean Annual Return 1.48 0.29 R-squared (against Standard Index) 81 78.75 Standard Deviation 9.09 8.01 Sharpe Ratio -0.11 N/A Treynor Ratio -1.80 N/A
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