| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 12.8 |
| Mean | 1.26 |
| Sharpe Ratio | 1.17 |
| Bear Market Decile Rank | 7 |
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 | 94.14 | 96.63 |
| Beta | 0.89 | 0.8 |
| Alpha | 0.34 | 1.21 |
