Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Wednesday, December 9, 2009, 12:48AM ET - U.S. Markets open in 8 hours and 42 minutes.
Dow
1.00%
Nasdaq
0.76%
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
Waddell & Reed Asset Strategy B (WBASX)
On
Dec 8
:
8.36
0.15
(1.76%)
MORE ON WBASX
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:
Average
Number of Years Up:
4
Number of Years Down:
1
Best 1 Yr Total Return
(2007)
:
42.39%
Worst 1 Yr Total Return
(2008)
:
-26.53%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
WBASX
Category
Alpha (against Standard Index)
8.22
-0.32
Beta (against Standard Index)
0.81
1.12
Mean Annual Return
8.92
0.08
R-squared (against Standard Index)
46
86.73
Standard Deviation
15.63
15.87
Sharpe Ratio
0.48
N/A
Treynor Ratio
8.08
N/A
5 Years
Statistic
WBASX
Category
Alpha (against Standard Index)
9.45
0.84
Beta (against Standard Index)
0.93
1.15
Mean Annual Return
14.17
0.53
R-squared (against Standard Index)
44
86.42
Standard Deviation
14.98
13.37
Sharpe Ratio
0.77
N/A
Treynor Ratio
12.06
N/A
10 Years
Statistic
WBASX
Category
Alpha (against Standard Index)
6.22
1.26
Beta (against Standard Index)
0.76
1.08
Mean Annual Return
10.54
0.55
R-squared (against Standard Index)
36
78.57
Standard Deviation
12.51
12.17
Sharpe Ratio
0.64
N/A
Treynor Ratio
9.99
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center