| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
4
2
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
The fund's Value Line Risk Rank, a measure of volatility, is 3 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 | 14.7 |
| Mean | 1.23 |
| Sharpe Ratio | 1.0 |
| Bear Market Decile Rank | 72 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Russell 3000 TR USD |
|
|---|---|---|
| R-Squared | 95.51 | 96.37 |
| Beta | 1.02 | 0.98 |
| Alpha | -2.34 | -1.66 |
