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

Thursday, December 17, 2009, 9:35PM ET - U.S. Markets Closed. Dow Down 1.27% Nasdaq Down 1.22%
Wells Dow Jones US REIT Index C (WDJCX)On Dec 17: 5.10   0.00 (0.00%)  
MORE ON WDJCX
Quotes
Charts
News & Info
Fund
HereRisk
Analyst


Risk  As of 30-Nov-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:Above average
Number of Years Up:3
Number of Years Down:2
Best 1 Yr Total Return (2006):33.05%
Worst 1 Yr Total Return (2008):-38.76%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticWDJCXCategory
Alpha (against Standard Index)-1.79-1.50
Beta (against Standard Index)1.661.61
Mean Annual Return-16.88-0.77
R-squared (against Standard Index)6567.75
Standard Deviation40.7838.87
Sharpe Ratio-0.30N/A
Treynor Ratio-11.54N/A
5 Years
StatisticWDJCXCategory
Alpha (against Standard Index)1.862.65
Beta (against Standard Index)1.641.60
Mean Annual Return-2.330.34
R-squared (against Standard Index)6466.27
Standard Deviation32.9531.51
Sharpe Ratio0.01N/A
Treynor Ratio-3.24N/A
10 Years
StatisticWDJCXCategory
Alpha (against Standard Index)10.1311.10
Beta (against Standard Index)0.900.89
Mean Annual Return8.061.01
R-squared (against Standard Index)3336.04
Standard Deviation25.2224.18
Sharpe Ratio0.33N/A
Treynor Ratio5.71N/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