Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Friday, December 25, 2009, 6:32AM ET - U.S. Markets Closed for Christmas.
Dow
0.51%
Nasdaq
0.71%
Home
Investing
Market Overview
Market Stats
Stocks
Mutual Funds
ETFs
Bonds
Options
Industries
Currencies
New!
Education
News & Opinion
Markets
Investing Ideas
Expert Advice
Special Editions
Company Finances
Providers
Personal Finance
Banking & Budgeting
Career & Work
College & Education
Family & Home
Insurance
Loans
Real Estate
Retirement
Taxes
How-to Guides
My Portfolios
Sign In to Create/Edit My Portfolios
Free trial of Real-Time Quotes
Tech Ticker
Get Quotes
Finance Search
Waddell & Reed Bond Y (WYABX)
On
Dec 24
:
6.09
0.01
(0.16%)
MORE ON WYABX
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:
Below average
Number of Years Up:
5
Number of Years Down:
0
Best 1 Yr Total Return
(2007)
:
5.90%
Worst 1 Yr Total Return
(2008)
:
0.40%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
WYABX
Category
Alpha (against Standard Index)
-0.66
-1.73
Beta (against Standard Index)
0.80
1.02
Mean Annual Return
4.85
0.39
R-squared (against Standard Index)
82
59.65
Standard Deviation
3.53
5.93
Sharpe Ratio
0.70
N/A
Treynor Ratio
3.24
N/A
5 Years
Statistic
WYABX
Category
Alpha (against Standard Index)
-0.56
-1.13
Beta (against Standard Index)
0.82
0.98
Mean Annual Return
4.46
0.35
R-squared (against Standard Index)
86
61.85
Standard Deviation
3.18
4.90
Sharpe Ratio
0.45
N/A
Treynor Ratio
1.79
N/A
10 Years
Statistic
WYABX
Category
Alpha (against Standard Index)
-0.27
-0.67
Beta (against Standard Index)
0.89
0.96
Mean Annual Return
5.76
0.46
R-squared (against Standard Index)
91
70.95
Standard Deviation
3.50
4.48
Sharpe Ratio
0.79
N/A
Treynor Ratio
3.19
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center