| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
5
3
|
|
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 | 16.89 |
| Mean | 1.44 |
| Sharpe Ratio | 1.02 |
| Bear Market Decile Rank | 63 |
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 | 94.51 | 98.79 |
| Beta | 1.17 | 1.06 |
| Alpha | -2.24 | -1.26 |
