| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 15.22 |
| Mean | 1.54 |
| Sharpe Ratio | 1.21 |
| Bear Market Decile Rank | 46 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar US Market TR USD |
|
|---|---|---|
| R-Squared | 98.38 | 98.94 |
| Beta | 1.08 | 1.04 |
| Alpha | 0.55 | 0.93 |
