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Waddell & Reed Value Y (WVAYX)

On Dec 4: 10.19   0.07 (0.69%)

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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 (2006): 17.16% Worst 1 Yr Total Return (2008): -34.06% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WVAYX Category Alpha (against Standard Index) 1.33 -1.05 Beta (against Standard Index) 0.97 1.02 Mean Annual Return -5.49 -0.55 R-squared (against Standard Index) 93 94.27 Standard Deviation 19.52 20.65 Sharpe Ratio -0.31 N/A Treynor Ratio -8.17 N/A 5 Years Statistic WVAYX Category Alpha (against Standard Index) 0.83 0.04 Beta (against Standard Index) 0.96 1.02 Mean Annual Return 1.28 0.14 R-squared (against Standard Index) 93 93.13 Standard Deviation 15.77 16.85 Sharpe Ratio -0.03 N/A Treynor Ratio -1.83 N/A 10 Years Statistic WVAYX Category Alpha (against Standard Index) N/A 2.54 Beta (against Standard Index) N/A 0.88 Mean Annual Return N/A 0.27 R-squared (against Standard Index) N/A 80.76 Standard Deviation N/A 15.89 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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