RiskGrades - Return Analysis

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Return Analysis

Are you being compensated for the amount of risk you're taking?

The Risk vs. Return Chart plots each asset in your portfolio and highlights whether or not you're being offered superior or inferior returns for its given level of risk. Investors should keep in mind that an asset with a higher level of risk should always provide a greater amount of return.

The area above the red line implies that sufficient returns are being generated for the amount of risk. (Those points are marked blue).

The area below the red line implies the opposite, return is inadequate for the level of risk. (Those points are marked red).

You can choose to run return analysis on pre-saved portfolios or create a new basket of securities to analyze.

Create a new analysis group Choose your analysis group

Show benchmarks (in green): Select Time Period:

Show labels on graph: Return Type:

Mouse over dot for Full name and Statistics.

To chart your portfolio's Risk vs. Return, start by selecting a portfolio, designate a time period, and indicate whether you would like to use an average return or a period return.

The "Risk vs. Return" area plots holdings on a risk and return basis. Each asset is positioned with respect to its RiskGrade (x-axis) and return (y-axis) over a user-defined time period.

British Telecom

General Electric Co

Fidelity Magellan Fund
RiskGrade: 143
Return: -9.45%

USD Govt 05/02 6.75%
RiskGrade: 0
Return: 0.50%

Wal-Mart Stores Inc

Microsoft Corp
RiskGrade: 175
Return: 15.08%

United States - Nasdaq Composite Index
RiskGrade: 139
Return: 3.10%

Dreyfus Premier New York AMT-Free Municipal Bond Fund; Class A Shares

FTSE - Ftse 100 Index
RiskGrade: 135
Return: -2.41%

Wal-Mart Stores Inc
RiskGrade: 130
Return: 9.65%

S&P - S&P 500 Index

Deutsche Bank N

Japan - Nikkei 225 Index

United States - Nasdaq Composite Index

Portfolio
RiskGrade: 40
Return: 4.20%

Fidelity Magellan Fund

Deutsche Bank N
RiskGrade: 209
Return: 114.06%

Japan - Nikkei 225 Index
RiskGrade: 155
Return: -8.01%

British Telecom
RiskGrade: 185
Return: 64.54%

Dreyfus Premier New York AMT-Free Municipal Bond Fund; Class A Shares
RiskGrade: 23
Return: -1.34%

Munder Series Trust: Munder Internet Fund; Class A Shares

General Electric Co
RiskGrade: 175
Return: 6.20%

S&P - S&P 500 Index
RiskGrade: 130
Return: -1.72%

Munder Series Trust: Munder Internet Fund; Class A Shares
RiskGrade: 153
Return: 5.36%

FTSE - Ftse 100 Index

S&P - S&P 500 Index
RiskGrade: 130
Return: -1.72%

Microsoft Corp

USD Cash
RiskGrade: 0
Return: 0.00%

RiskMetrics Contact Us Market Coverage Employment Documents

End date of streak.

Get a RiskChart™ graph of how risky your current holdings were historically.

Average RiskGrade™ Measure over the period you designate in ther drop-down box.

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The asset's annual return.

The asset's return measured over the period designated above.

Start date of streak.

ReturnGrade™ provides a return measure adjusted for risk. ReturnGrade™ is a coefficient that reflects performance scaled for risk. A higher ReturnGrade™ suggests a higher quality of return. Rather than focusing on maximizing returns, the smart investor selects opportunities that are attractive based on their return on risk. This is important because sometimes the promise of a big return, simply may not be worth the risk.

Click the chart icon to see a StreakChart.