| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
3
3
5
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 17.25 |
| Mean | 1.39 |
| Sharpe Ratio | 0.96 |
| Bear Market Decile Rank | 90 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar US Core TR USD |
|
|---|---|---|
| R-Squared | 92.56 | 95.51 |
| Beta | 1.18 | 1.18 |
| Alpha | -2.94 | -4.53 |
