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Waddell & Reed Accumulative B (WAABX)

On Dec 1: 5.95   0.07 (1.19%)

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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 (2007): 12.74% Worst 1 Yr Total Return (2008): -40.42% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WAABX Category Alpha (against Standard Index) 0.82 2.45 Beta (against Standard Index) 1.00 1.00 Mean Annual Return -6.45 -0.24 R-squared (against Standard Index) 92 88.47 Standard Deviation 20.43 20.84 Sharpe Ratio -0.34 N/A Treynor Ratio -8.84 N/A 5 Years Statistic WAABX Category Alpha (against Standard Index) 0.24 0.94 Beta (against Standard Index) 1.00 1.01 Mean Annual Return 0.43 0.21 R-squared (against Standard Index) 91 86.37 Standard Deviation 16.74 17.46 Sharpe Ratio -0.07 N/A Treynor Ratio -2.58 N/A 10 Years Statistic WAABX Category Alpha (against Standard Index) 1.19 0.18 Beta (against Standard Index) 0.84 1.04 Mean Annual Return 0.75 0.04 R-squared (against Standard Index) 77 78.62 Standard Deviation 15.49 19.22 Sharpe Ratio -0.06 N/A Treynor Ratio -2.64 N/A
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