Ratings & Risk for Waddell & Reed Dividend Opps A (WDVAX)

Morningstar Category: Large Blend
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Low
    		514
    5-Year Above Average Below Average
    		442
    10-Year — — — 300
    Overall Above Average Below Average
    		—
    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 17.44 -0.34 -0.37
    5-Year 14.69 0.32 0.06
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 97.22 0.85 -7.09
    3-Year 93.07 0.86 0.12
    5-Year 89.33 0.87 2.08
    10-Year — — —

    S&P 500 TR

    Trailing data as of 10/31/2009