IMS Dividend Growth Fund

Class Inv (IMSAX)
Scorecard
1 / 5 Stars
Lipper
3 4 1 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

Risk

Volatility Measurements

Updated 03.31.2014

Standard Deviation 13.21
Mean 0.88
Sharpe Ratio 0.79
Bear Market Decile Rank 3

Modern Portfolio Theory Statistics

Updated 03.31.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar US Core TR USD
R-Squared 85.89 88.07
Beta 0.98 0.98
Alpha -3.74 -5.33