| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
3
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
The fund's Value Line Risk Rank, a measure of volatility, is 2 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.
Value Line 2013-06-11
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 9.02 |
| Mean | 0.98 |
| Sharpe Ratio | 1.3 |
| Bear Market Decile Rank | 89 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index MSCI ACWI NR USD |
|
|---|---|---|
| R-Squared | 86.51 | 88.08 |
| Beta | 0.92 | 0.53 |
| Alpha | 1.91 | 4.87 |
