| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
1
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 14.39 |
| Mean | 1.82 |
| Sharpe Ratio | 1.51 |
| Bear Market Decile Rank | 15 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar Large Cap TR USD |
|
|---|---|---|
| R-Squared | 91.28 | 91.62 |
| Beta | 0.98 | 1.0 |
| Alpha | 5.5 | 5.2 |
