| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
5
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Risk
The fund's Value Line Risk Rank, a measure of volatility, is 3 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.
Value Line 2013-03-12
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 15.35 |
| Mean | 0.97 |
| Sharpe Ratio | 0.75 |
| Bear Market Decile Rank | 44 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index S&P 500 TR |
Best Fit Index Russell 1000 Value TR USD |
|
|---|---|---|
| R-Squared | 97.94 | 99.04 |
| Beta | 1.01 | 0.98 |
| Alpha | -1.76 | -1.03 |
