Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Wednesday, December 9, 2009, 2:21PM ET - U.S. Markets close in 1 hour and 39 minutes.
Dow
0.05%
Nasdaq
0.14%
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 Energy B (WEGBX)
On
Dec 8
:
9.84
0.21
(2.09%)
MORE ON WEGBX
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:
Average
Number of Years Up:
1
Number of Years Down:
1
Best 1 Yr Total Return
(2007)
:
50.90%
Worst 1 Yr Total Return
(2008)
:
-47.53%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
WEGBX
Category
Alpha (against Standard Index)
13.00
12.65
Beta (against Standard Index)
1.15
1.24
Mean Annual Return
1.63
0.45
R-squared (against Standard Index)
53
51.33
Standard Deviation
30.90
34.18
Sharpe Ratio
0.13
N/A
Treynor Ratio
-0.68
N/A
5 Years
Statistic
WEGBX
Category
Alpha (against Standard Index)
N/A
13.19
Beta (against Standard Index)
N/A
1.23
Mean Annual Return
N/A
1.21
R-squared (against Standard Index)
N/A
42.80
Standard Deviation
N/A
30.15
Sharpe Ratio
N/A
N/A
Treynor Ratio
N/A
N/A
10 Years
Statistic
WEGBX
Category
Alpha (against Standard Index)
N/A
15.54
Beta (against Standard Index)
N/A
1.01
Mean Annual Return
N/A
1.32
R-squared (against Standard Index)
N/A
34.15
Standard Deviation
N/A
28.10
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