Ratings & Risk for Waddell & Reed Science & Tech B (USTBX)

Morningstar Category: Technology
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Low
    		61
    5-Year Above Average Low
    		61
    10-Year High Low
    		37
    Overall High Low
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 20.34 0.28 0.05
    5-Year 17.36 0.66 0.28
    10-Year 22.26 0.51 0.14
    15-Year 22.92 1.18 0.46
    20-Year 21.54 1.15 0.46
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 79.78 0.78 15.36
    3-Year 81.73 0.94 8.25
    5-Year 78.36 0.96 6.20
    10-Year 46.69 0.94 5.57

    S&P 500 TR

    Trailing data as of 10/31/2009