| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
5
2
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Risk
The fund's Value Line Risk Rank, a measure of volatility, is 4 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.
Value Line 2013-03-12
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 18.9 |
| Mean | 1.06 |
| Sharpe Ratio | 0.67 |
| Bear Market Decile Rank | 79 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index S&P 500 TR |
Best Fit Index Russell Mid Cap Value TR USD |
|
|---|---|---|
| R-Squared | 96.63 | 98.77 |
| Beta | 1.24 | 1.12 |
| Alpha | -3.61 | -3.32 |
