Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Tuesday, December 1, 2009, 8:17AM ET - U.S. Markets open in 1 hour and 13 minutes. Dow Up 0.34% Nasdaq  0.00%
WHG Income Opportunity Inst (WHGIX)On Nov 30: 10.04  Up 0.02 (0.20%)  
MORE ON WHGIX
Quotes
Charts
News & Info
Fund
HereRisk
Analyst


Risk  As of 31-Oct-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:Below average
Number of Years Up:2
Number of Years Down:1
Best 1 Yr Total Return (2006):12.60%
Worst 1 Yr Total Return (2008):-4.58%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticWHGIXCategory
Alpha (against Standard Index)0.24-0.86
Beta (against Standard Index)0.340.74
Mean Annual Return2.090.06
R-squared (against Standard Index)4486.33
Standard Deviation6.6210.51
Sharpe Ratio-0.02N/A
Treynor Ratio-0.97N/A
5 Years
StatisticWHGIXCategory
Alpha (against Standard Index)N/A-1.44
Beta (against Standard Index)N/A0.71
Mean Annual ReturnN/A0.26
R-squared (against Standard Index)N/A84.96
Standard DeviationN/A8.32
Sharpe RatioN/AN/A
Treynor RatioN/AN/A
10 Years
StatisticWHGIXCategory
Alpha (against Standard Index)N/A-1.02
Beta (against Standard Index)N/A0.71
Mean Annual ReturnN/A0.29
R-squared (against Standard Index)N/A78.75
Standard DeviationN/A8.01
Sharpe RatioN/AN/A
Treynor RatioN/AN/A

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Risk for Another Symbol: Symbol Lookup
Help with Risk StatisticsPlanning Center