Finance Home - My Yahoo - Yahoo! - Help

Saturday, December 26, 2009, 6:42PM ET - U.S. Markets Closed. Dow  0.51% Nasdaq  0.71%

Wilshire Small Company Value Instl (WSMVX)

On Dec 24: 13.80   0.07 (0.51%)

MORE ON WSMVX

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 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 3 Number of Years Down: 2 Best 1 Yr Total Return (2004): 23.11% Worst 1 Yr Total Return (2008): -32.37% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WSMVX Category Alpha (against Standard Index) -0.69 -0.27 Beta (against Standard Index) 1.22 1.17 Mean Annual Return -9.04 -0.44 R-squared (against Standard Index) 87 84.58 Standard Deviation 26.00 25.23 Sharpe Ratio -0.32 N/A Treynor Ratio -9.27 N/A 5 Years Statistic WSMVX Category Alpha (against Standard Index) 0.02 0.26 Beta (against Standard Index) 1.25 1.19 Mean Annual Return -0.64 0.18 R-squared (against Standard Index) 83 81.92 Standard Deviation 21.93 21.20 Sharpe Ratio -0.05 N/A Treynor Ratio -2.91 N/A 10 Years Statistic WSMVX Category Alpha (against Standard Index) 7.88 8.93 Beta (against Standard Index) 0.95 0.95 Mean Annual Return 7.07 0.82 R-squared (against Standard Index) 63 64.94 Standard Deviation 19.27 19.09 Sharpe Ratio 0.30 N/A Treynor Ratio 4.38 N/A
Add to Portfolio     Set Alert     Email to a Friend Get Risk for Another Symbol: Symbol Lookup • Help with Risk Statistics • Planning Center