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Wednesday, December 23, 2009, 6:45PM ET - U.S. Markets Closed. Dow  0.01% Nasdaq  0.75%

Waddell & Reed Tax Managed Eq A (WTEAX)

On Dec 23: 10.92   0.03 (0.28%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Low Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2007): 25.32% Worst 1 Yr Total Return (2008): -34.93% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WTEAX Category Alpha (against Standard Index) 5.72 2.20 Beta (against Standard Index) 0.81 0.99 Mean Annual Return 1.45 -0.14 R-squared (against Standard Index) 84 88.76 Standard Deviation 17.49 21.04 Sharpe Ratio 0.04 N/A Treynor Ratio -1.02 N/A 5 Years Statistic WTEAX Category Alpha (against Standard Index) 3.83 0.80 Beta (against Standard Index) 0.84 1.01 Mean Annual Return 4.99 0.24 R-squared (against Standard Index) 81 86.59 Standard Deviation 14.97 17.50 Sharpe Ratio 0.21 N/A Treynor Ratio 2.39 N/A 10 Years Statistic WTEAX Category Alpha (against Standard Index) N/A -0.13 Beta (against Standard Index) N/A 1.04 Mean Annual Return N/A 0.05 R-squared (against Standard Index) N/A 78.99 Standard Deviation N/A 19.17 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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