Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Monday, December 14, 2009, 8:05PM ET - U.S. Markets Closed.
Dow
0.28%
Nasdaq
0.99%
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
Credit Suisse Small Cap Core I A (WFAGX)
On
Dec 14
:
9.99
0.16
(1.63%)
MORE ON WFAGX
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 30-Nov-09
Get
Risk
for:
RISK OVERVIEW
Morningstar Risk Rating:
Low
Number of Years Up:
3
Number of Years Down:
2
Best 1 Yr Total Return
(2004)
:
22.00%
Worst 1 Yr Total Return
(2008)
:
-35.71%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
WFAGX
Category
Alpha (against Standard Index)
-3.46
-0.48
Beta (against Standard Index)
1.13
1.16
Mean Annual Return
-10.55
-0.45
R-squared (against Standard Index)
86
86.39
Standard Deviation
24.05
24.75
Sharpe Ratio
-0.43
N/A
Treynor Ratio
-11.40
N/A
5 Years
Statistic
WFAGX
Category
Alpha (against Standard Index)
-2.27
0.00
Beta (against Standard Index)
1.14
1.17
Mean Annual Return
-2.37
0.16
R-squared (against Standard Index)
83
83.41
Standard Deviation
19.96
20.64
Sharpe Ratio
-0.17
N/A
Treynor Ratio
-4.71
N/A
10 Years
Statistic
WFAGX
Category
Alpha (against Standard Index)
6.18
7.16
Beta (against Standard Index)
0.88
1.00
Mean Annual Return
5.78
0.66
R-squared (against Standard Index)
67
64.42
Standard Deviation
17.54
20.26
Sharpe Ratio
0.25
N/A
Treynor Ratio
3.23
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center