| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
2
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 12.42 |
| Mean | 1.11 |
| Sharpe Ratio | 1.06 |
| Bear Market Decile Rank | 8 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index S&P 500 TR |
Best Fit Index Morningstar Large Value TR USD |
|
|---|---|---|
| R-Squared | 92.69 | 93.52 |
| Beta | 0.8 | 0.81 |
| Alpha | 2.77 | 3.32 |
