| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(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 | 13.95 |
| Mean | 1.08 |
| Sharpe Ratio | 0.92 |
| Bear Market Decile Rank | 12 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index S&P 500 TR |
Best Fit Index Morningstar US Growth TR USD |
|
|---|---|---|
| R-Squared | 92.21 | 96.95 |
| Beta | 0.89 | 0.81 |
| Alpha | 1.2 | 2.08 |
