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Waddell & Reed Small Cap Y (WRSYX)

On Dec 1: 11.38   0.20 (1.79%)

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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): 13.87% Worst 1 Yr Total Return (2008): -37.33% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WRSYX Category Alpha (against Standard Index) 6.04 1.71 Beta (against Standard Index) 1.08 1.15 Mean Annual Return -2.42 -0.40 R-squared (against Standard Index) 86 85.55 Standard Deviation 22.64 24.28 Sharpe Ratio -0.10 N/A Treynor Ratio -4.50 N/A 5 Years Statistic WRSYX Category Alpha (against Standard Index) 3.57 1.12 Beta (against Standard Index) 1.11 1.19 Mean Annual Return 3.18 0.21 R-squared (against Standard Index) 81 81.02 Standard Deviation 19.46 21.15 Sharpe Ratio 0.11 N/A Treynor Ratio 0.14 N/A 10 Years Statistic WRSYX Category Alpha (against Standard Index) 6.72 5.25 Beta (against Standard Index) 0.96 1.18 Mean Annual Return 5.25 0.43 R-squared (against Standard Index) 57 56.73 Standard Deviation 20.39 25.52 Sharpe Ratio 0.21 N/A Treynor Ratio 2.38 N/A
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