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Waddell & Reed Energy Y (WEGYX)
On
Dec 9
:
10.44
0.06
(0.58%)
MORE ON WEGYX
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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)
:
53.25%
Worst 1 Yr Total Return
(2008)
:
-46.72%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
WEGYX
Category
Alpha (against Standard Index)
14.66
12.65
Beta (against Standard Index)
1.16
1.24
Mean Annual Return
3.30
0.45
R-squared (against Standard Index)
53
51.33
Standard Deviation
30.93
34.18
Sharpe Ratio
0.19
N/A
Treynor Ratio
0.76
N/A
5 Years
Statistic
WEGYX
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
WEGYX
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
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