| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
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 2013-03-12
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 12.49 |
| Mean | 1.18 |
| Sharpe Ratio | 1.13 |
| Bear Market Decile Rank | 1 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index S&P 500 TR |
Best Fit Index Morningstar Large Cap TR USD |
|
|---|---|---|
| R-Squared | 89.04 | 90.42 |
| Beta | 0.78 | 0.8 |
| Alpha | 3.78 | 3.62 |
