| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 10.85 |
| Mean | 1.33 |
| Sharpe Ratio | 1.46 |
| Bear Market Decile Rank | 7 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar Large Core TR USD |
|
|---|---|---|
| R-Squared | 89.07 | 91.65 |
| Beta | 0.73 | 0.78 |
| Alpha | 3.75 | 1.92 |
