| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
5
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
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 2013-03-12
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 15.62 |
| Mean | 0.96 |
| Sharpe Ratio | 0.73 |
| Bear Market Decile Rank | 69 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index S&P 500 TR |
Best Fit Index Morningstar Moderately Aggr Target Risk |
|
|---|---|---|
| R-Squared | 96.08 | 97.49 |
| Beta | 1.02 | 1.16 |
| Alpha | -1.93 | -0.44 |
