| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
5
2
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 14.22 |
| Mean | 1.44 |
| Sharpe Ratio | 1.21 |
| Bear Market Decile Rank | 41 |
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 | 97.79 | 98.0 |
| Beta | 1.0 | 0.96 |
| Alpha | 0.56 | 1.36 |
