| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 11.2 |
| Mean | 1.44 |
| Sharpe Ratio | 1.53 |
| Bear Market Decile Rank | 1 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index S&P 500 TR |
Best Fit Index Morningstar Large Core TR USD |
|
|---|---|---|
| R-Squared | 79.83 | 82.07 |
| Beta | 0.67 | 0.71 |
| Alpha | 8.43 | 7.0 |
