| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 11.66 |
| Mean | 1.12 |
| Sharpe Ratio | 1.15 |
| Bear Market Decile Rank | 7 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index S&P 500 TR |
Best Fit Index Morningstar Large Core TR USD |
|
|---|---|---|
| R-Squared | 91.26 | 93.66 |
| Beta | 0.74 | 0.79 |
| Alpha | 3.68 | 2.09 |
