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    Waddell & Reed Energy A (WEGAX)

    13.16 Up 0.28(2.17%) Jul 29

    Risk as of Jun 29, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up5
    Number of Years Down3
    Best 1 Yr Total Return(Dec 30, 2007):52.48%
    Worst 1 Yr Total Return(Dec 30, 2008):-47.03%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticWEGAXCategory
    Alpha (against Standard Index)-5.90-12.43
    Beta (against Standard Index)1.181.34
    Mean Annual Return0.750.37
    R-squared (against Standard Index)41.0445.03
    Standard Deviation16.0417.50
    Sharpe Ratio0.560.27
    Treynor Ratio6.772.46
    5 Years
    StatisticWEGAXCategory
    Alpha (against Standard Index)-6.04-9.90
    Beta (against Standard Index)1.311.39
    Mean Annual Return0.830.59
    R-squared (against Standard Index)63.8465.55
    Standard Deviation22.3723.43
    Sharpe Ratio0.440.30
    Treynor Ratio5.873.23
    10 Years
    StatisticWEGAXCategory
    Alpha (against Standard Index)N/A-1.35
    Beta (against Standard Index)N/A1.25
    Mean Annual ReturnN/A0.65
    R-squared (against Standard Index)N/A60.32
    Standard DeviationN/A26.68
    Sharpe RatioN/A0.25
    Treynor RatioN/A2.42