Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Tuesday, December 1, 2009, 10:41PM ET - U.S. Markets Closed.
Dow
1.23%
Nasdaq
1.46%
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
White Oak Select Growth (WOGSX)
On
Dec 1
:
33.71
0.44
(1.32%)
MORE ON WOGSX
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:
High
Number of Years Up:
1
Number of Years Down:
4
Best 1 Yr Total Return
(2007)
:
15.00%
Worst 1 Yr Total Return
(2008)
:
-40.86%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
WOGSX
Category
Alpha (against Standard Index)
8.11
2.45
Beta (against Standard Index)
1.08
1.00
Mean Annual Return
-0.49
-0.24
R-squared (against Standard Index)
83
88.47
Standard Deviation
23.18
20.84
Sharpe Ratio
-0.01
N/A
Treynor Ratio
-2.69
N/A
5 Years
Statistic
WOGSX
Category
Alpha (against Standard Index)
0.52
0.94
Beta (against Standard Index)
1.11
1.01
Mean Annual Return
0.03
0.21
R-squared (against Standard Index)
79
86.37
Standard Deviation
19.86
17.46
Sharpe Ratio
-0.05
N/A
Treynor Ratio
-2.70
N/A
10 Years
Statistic
WOGSX
Category
Alpha (against Standard Index)
-0.89
0.18
Beta (against Standard Index)
1.43
1.04
Mean Annual Return
-5.10
0.04
R-squared (against Standard Index)
74
78.62
Standard Deviation
26.63
19.22
Sharpe Ratio
-0.17
N/A
Treynor Ratio
-5.66
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center