| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
3
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 13.33 |
| Mean | 1.41 |
| Sharpe Ratio | 1.26 |
| Bear Market Decile Rank | 36 |
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 | 95.9 | 97.19 |
| Beta | 0.93 | 0.9 |
| Alpha | 1.4 | 2.06 |
