| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
2
5
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Risk
The fund's Value Line Risk Rank, a measure of volatility, is 4 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 | 18.43 |
| Mean | 1.52 |
| Sharpe Ratio | 0.98 |
| Bear Market Decile Rank | 95 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Russell 1000 Value TR USD |
|
|---|---|---|
| R-Squared | 95.83 | 98.19 |
| Beta | 1.29 | 1.25 |
| Alpha | -3.19 | -2.39 |
