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Waddell & Reed Small Cap B (WRSBX)

On Dec 8: 9.66   0.09 (0.92%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Below average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2004): 12.22% Worst 1 Yr Total Return (2008): -38.30% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WRSBX Category Alpha (against Standard Index) 4.42 1.71 Beta (against Standard Index) 1.07 1.15 Mean Annual Return -3.97 -0.40 R-squared (against Standard Index) 86 85.55 Standard Deviation 22.58 24.28 Sharpe Ratio -0.17 N/A Treynor Ratio -5.95 N/A 5 Years Statistic WRSBX Category Alpha (against Standard Index) 2.02 1.12 Beta (against Standard Index) 1.10 1.19 Mean Annual Return 1.61 0.21 R-squared (against Standard Index) 82 81.02 Standard Deviation 19.40 21.15 Sharpe Ratio 0.03 N/A Treynor Ratio -1.28 N/A 10 Years Statistic WRSBX Category Alpha (against Standard Index) 5.14 5.25 Beta (against Standard Index) 0.96 1.18 Mean Annual Return 3.62 0.43 R-squared (against Standard Index) 57 56.73 Standard Deviation 20.35 25.52 Sharpe Ratio 0.13 N/A Treynor Ratio 0.67 N/A
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