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Waddell & Reed InvestEd Balanced A (WBLAX)

On Dec 1: 10.96   0.10 (0.92%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Low Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 11.08% Worst 1 Yr Total Return (2008): -18.50% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WBLAX Category Alpha (against Standard Index) -0.15 -2.88 Beta (against Standard Index) 0.68 1.08 Mean Annual Return 1.11 -0.13 R-squared (against Standard Index) 94 93.44 Standard Deviation 9.28 14.69 Sharpe Ratio -0.09 N/A Treynor Ratio -1.91 N/A 5 Years Statistic WBLAX Category Alpha (against Standard Index) 0.34 -2.47 Beta (against Standard Index) 0.71 1.06 Mean Annual Return 4.63 0.23 R-squared (against Standard Index) 93 92.52 Standard Deviation 7.90 11.89 Sharpe Ratio 0.24 N/A Treynor Ratio 2.28 N/A 10 Years Statistic WBLAX Category Alpha (against Standard Index) N/A -2.17 Beta (against Standard Index) N/A 1.05 Mean Annual Return N/A 0.26 R-squared (against Standard Index) N/A 86.72 Standard Deviation N/A 11.31 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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