Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Sunday, December 6, 2009, 7:54AM ET - U.S. Markets Closed.
Dow
0.22%
Nasdaq
0.98%
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 High-Income Y (WYHIX)
On
Dec 4
:
6.62
0.01
(0.15%)
MORE ON WYHIX
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 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)
:
8.86%
Worst 1 Yr Total Return
(2008)
:
-20.27%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
WYHIX
Category
Alpha (against Standard Index)
-0.82
-3.12
Beta (against Standard Index)
1.04
1.16
Mean Annual Return
4.86
0.31
R-squared (against Standard Index)
10
10.86
Standard Deviation
12.87
15.35
Sharpe Ratio
0.25
N/A
Treynor Ratio
2.35
N/A
5 Years
Statistic
WYHIX
Category
Alpha (against Standard Index)
0.78
-0.09
Beta (against Standard Index)
0.82
0.92
Mean Annual Return
5.00
0.40
R-squared (against Standard Index)
9
8.80
Standard Deviation
10.14
12.20
Sharpe Ratio
0.24
N/A
Treynor Ratio
2.41
N/A
10 Years
Statistic
WYHIX
Category
Alpha (against Standard Index)
0.91
0.55
Beta (against Standard Index)
0.49
0.51
Mean Annual Return
5.20
0.43
R-squared (against Standard Index)
5
3.74
Standard Deviation
8.20
10.75
Sharpe Ratio
0.30
N/A
Treynor Ratio
4.60
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center