| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
1
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 13.67 |
| Mean | 1.59 |
| Sharpe Ratio | 1.38 |
| Bear Market Decile Rank | 6 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Russell Mid Cap Value TR USD |
|
|---|---|---|
| R-Squared | 93.93 | 96.34 |
| Beta | 0.94 | 0.85 |
| Alpha | 3.29 | 4.22 |
