| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
4
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Risk
The fund's Value Line Risk Rank, a measure of volatility, is 3 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 | 15.93 |
| Mean | 0.95 |
| Sharpe Ratio | 0.71 |
| Bear Market Decile Rank | 15 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index S&P 500 TR |
Best Fit Index Russell 3000 TR USD |
|
|---|---|---|
| R-Squared | 95.76 | 96.82 |
| Beta | 1.04 | 1.0 |
| Alpha | -2.3 | -1.89 |
