| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
4
4
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 15.55 |
| Mean | 1.62 |
| Sharpe Ratio | 1.25 |
| Bear Market Decile Rank | 14 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar Mid Core TR USD |
|
|---|---|---|
| R-Squared | 87.89 | 91.7 |
| Beta | 1.04 | 0.88 |
| Alpha | 2.17 | 2.64 |
