| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
4
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 | 14.57 |
| Mean | 1.55 |
| Sharpe Ratio | 1.27 |
| Bear Market Decile Rank | 27 |
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 | 97.37 | 97.6 |
| Beta | 1.02 | 0.99 |
| Alpha | 1.58 | 1.97 |
