| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
4
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 15.54 |
| Mean | 1.71 |
| Sharpe Ratio | 1.31 |
| 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 | 87.91 | 91.67 |
| Beta | 1.04 | 0.88 |
| Alpha | 3.22 | 3.69 |
