Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Wednesday, December 2, 2009, 11:42PM ET - U.S. Markets Closed.
Dow
0.18%
Nasdaq
0.42%
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
Tax-Free Fund for UT A (UTAHX)
On
Dec 2
:
9.73
0.02
(0.21%)
MORE ON UTAHX
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 31-Oct-09
Get
Risk
for:
RISK OVERVIEW
Morningstar Risk Rating:
High
Number of Years Up:
4
Number of Years Down:
1
Best 1 Yr Total Return
(2006)
:
4.70%
Worst 1 Yr Total Return
(2008)
:
-8.24%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
UTAHX
Category
Alpha (against Standard Index)
-1.55
-0.71
Beta (against Standard Index)
1.15
0.89
Mean Annual Return
2.78
0.28
R-squared (against Standard Index)
92
91.15
Standard Deviation
7.25
5.60
Sharpe Ratio
0.08
N/A
Treynor Ratio
0.32
N/A
5 Years
Statistic
UTAHX
Category
Alpha (against Standard Index)
-1.03
-0.94
Beta (against Standard Index)
1.15
0.88
Mean Annual Return
3.22
0.26
R-squared (against Standard Index)
92
90.92
Standard Deviation
5.89
4.56
Sharpe Ratio
0.06
N/A
Treynor Ratio
0.17
N/A
10 Years
Statistic
UTAHX
Category
Alpha (against Standard Index)
-0.79
-0.89
Beta (against Standard Index)
1.11
0.91
Mean Annual Return
5.10
0.37
R-squared (against Standard Index)
94
91.76
Standard Deviation
5.32
4.42
Sharpe Ratio
0.41
N/A
Treynor Ratio
1.92
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center