| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Risk
The fund's Value Line Risk Rank, a measure of volatility, is 2 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.
Value Line 2013-06-11
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 10.08 |
| Mean | 1.12 |
| Sharpe Ratio | 1.32 |
| Bear Market Decile Rank | 55 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Russell 1000 TR USD |
|
|---|---|---|
| R-Squared | 90.91 | 96.92 |
| Beta | 1.06 | 0.69 |
| Alpha | 2.12 | 1.83 |
