| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
5
5
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A+
(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 2013-06-11
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 10.87 |
| Mean | 1.17 |
| Sharpe Ratio | 1.29 |
| Bear Market Decile Rank | 13 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index DJ Industrial Average PR USD |
|
|---|---|---|
| R-Squared | 94.67 | 95.16 |
| Beta | 0.75 | 0.84 |
| Alpha | 1.51 | 2.19 |
