| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
2
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 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 | 11.84 |
| Mean | 1.38 |
| Sharpe Ratio | 1.39 |
| Bear Market Decile Rank | 12 |
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 | 95.53 | 96.16 |
| Beta | 0.83 | 0.92 |
| Alpha | 2.84 | 3.58 |
