| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
2
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 19.77 |
| Mean | 1.37 |
| Sharpe Ratio | 0.83 |
| Bear Market Decile Rank | 95 |
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 | 92.82 | 95.83 |
| Beta | 1.36 | 1.22 |
| Alpha | -6.13 | -4.86 |
