Ratings & Risk for Waddell & Reed Science & Tech Y (USTFX)

Morningstar Category: Technology
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year High Low
    		61
    5-Year High 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 20.41 0.41 0.12
    5-Year 17.43 0.78 0.37
    10-Year 22.32 0.64 0.21
    15-Year 22.94 1.29 0.52
    20-Year 21.56 1.25 0.51
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 79.35 0.79 16.98
    3-Year 81.54 0.94 9.79
    5-Year 78.17 0.97 7.74
    10-Year 46.72 0.94 7.22

    S&P 500 TR

    Trailing data as of 10/31/2009