| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
3
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 15.53 |
| Mean | 1.42 |
| Sharpe Ratio | 1.09 |
| Bear Market Decile Rank | 13 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar Small Cap TR USD |
|
|---|---|---|
| R-Squared | 87.88 | 94.37 |
| Beta | 1.04 | 0.81 |
| Alpha | -0.26 | 3.1 |
