| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
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 | 12.85 |
| Mean | 1.69 |
| Sharpe Ratio | 1.57 |
| Bear Market Decile Rank | 28 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar US Value TR USD |
|
|---|---|---|
| R-Squared | 90.22 | 93.27 |
| Beta | 0.87 | 0.86 |
| Alpha | 5.81 | 6.5 |
