| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
5
1
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(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 2013-03-12
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 13.03 |
| Mean | 1.06 |
| Sharpe Ratio | 0.97 |
| Bear Market Decile Rank | 12 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index S&P 500 TR |
Best Fit Index DJ Industrial Average PR USD |
|
|---|---|---|
| R-Squared | 95.8 | 96.66 |
| Beta | 0.85 | 0.94 |
| Alpha | 1.54 | 2.55 |
