| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
2
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 15.53 |
| Mean | 1.42 |
| Sharpe Ratio | 1.09 |
| Bear Market Decile Rank | 67 |
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 | 96.57 | 97.88 |
| Beta | 1.09 | 1.05 |
| Alpha | -1.04 | -0.26 |
