| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 17.95 |
| Mean | 1.46 |
| Sharpe Ratio | 0.97 |
| Bear Market Decile Rank | 42 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar Small Cap TR USD |
|
|---|---|---|
| R-Squared | 91.12 | 97.55 |
| Beta | 1.22 | 0.95 |
| Alpha | -2.8 | 1.18 |
