Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Monday, December 7, 2009, 3:52AM ET - U.S. Markets open in 5 hours and 38 minutes.
Dow
0.22%
Nasdaq
0.00%
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 Dividend Opps C (WDVCX)
On
Dec 4
:
12.62
0.05
(0.40%)
MORE ON WDVCX
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:
Below average
Number of Years Up:
4
Number of Years Down:
1
Best 1 Yr Total Return
(2007)
:
15.77%
Worst 1 Yr Total Return
(2008)
:
-37.57%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
WDVCX
Category
Alpha (against Standard Index)
-0.74
0.38
Beta (against Standard Index)
0.86
1.00
Mean Annual Return
-6.30
-0.41
R-squared (against Standard Index)
93
95.50
Standard Deviation
17.44
20.09
Sharpe Ratio
-0.42
N/A
Treynor Ratio
-10.18
N/A
5 Years
Statistic
WDVCX
Category
Alpha (against Standard Index)
1.21
0.26
Beta (against Standard Index)
0.87
1.01
Mean Annual Return
1.94
0.16
R-squared (against Standard Index)
89
94.84
Standard Deviation
14.68
16.47
Sharpe Ratio
0.00
N/A
Treynor Ratio
-1.25
N/A
10 Years
Statistic
WDVCX
Category
Alpha (against Standard Index)
N/A
0.84
Beta (against Standard Index)
N/A
0.97
Mean Annual Return
N/A
0.11
R-squared (against Standard Index)
N/A
91.16
Standard Deviation
N/A
16.35
Sharpe Ratio
N/A
N/A
Treynor Ratio
N/A
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center