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Waddell & Reed InvestEd Cnsrv A (WICAX)

On Nov 27: 11.10   0.08 (0.72%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Low Number of Years Up: 5 Number of Years Down: 0 Best 1 Yr Total Return (2007): 6.14% Worst 1 Yr Total Return (2008): 1.56% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WICAX Category Alpha (against Standard Index) 1.92 -0.86 Beta (against Standard Index) 0.05 0.74 Mean Annual Return 4.33 0.06 R-squared (against Standard Index) 10 86.33 Standard Deviation 1.96 10.51 Sharpe Ratio 0.97 N/A Treynor Ratio 39.70 N/A 5 Years Statistic WICAX Category Alpha (against Standard Index) 1.12 -1.44 Beta (against Standard Index) 0.07 0.71 Mean Annual Return 4.32 0.26 R-squared (against Standard Index) 15 84.96 Standard Deviation 1.83 8.32 Sharpe Ratio 0.69 N/A Treynor Ratio 19.02 N/A 10 Years Statistic WICAX Category Alpha (against Standard Index) N/A -1.02 Beta (against Standard Index) N/A 0.71 Mean Annual Return N/A 0.29 R-squared (against Standard Index) N/A 78.75 Standard Deviation N/A 8.01 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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