Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Wednesday, December 2, 2009, 2:59PM ET - U.S. Markets close in 1 hour and 1 minute. Dow Down 0.24% Nasdaq Up 0.35%
Waddell & Reed Tax Managed Eq B (WBTMX)On Dec 1: 9.93  Up 0.12 (1.22%)  
MORE ON WBTMX
Quotes
Charts
News & Info
Fund
HereRisk
Analyst


Risk  As of 31-Oct-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:Low
Number of Years Up:4
Number of Years Down:1
Best 1 Yr Total Return (2007):24.20%
Worst 1 Yr Total Return (2008):-35.54%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticWBTMXCategory
Alpha (against Standard Index)5.102.45
Beta (against Standard Index)0.801.00
Mean Annual Return-0.18-0.24
R-squared (against Standard Index)8388.47
Standard Deviation17.2620.84
Sharpe Ratio-0.06N/A
Treynor Ratio-3.24N/A
5 Years
StatisticWBTMXCategory
Alpha (against Standard Index)2.910.94
Beta (against Standard Index)0.831.01
Mean Annual Return3.710.21
R-squared (against Standard Index)8086.37
Standard Deviation14.8517.46
Sharpe Ratio0.12N/A
Treynor Ratio0.83N/A
10 Years
StatisticWBTMXCategory
Alpha (against Standard Index)N/A0.18
Beta (against Standard Index)N/A1.04
Mean Annual ReturnN/A0.04
R-squared (against Standard Index)N/A78.62
Standard DeviationN/A19.22
Sharpe RatioN/AN/A
Treynor RatioN/AN/A

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Risk for Another Symbol: Symbol Lookup
Help with Risk StatisticsPlanning Center