Steward Small-Mid Cap Enhanced Index Fund

Scorecard
5 / 5 Stars
Lipper
5 5 3 5 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B (Buy)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 15.78
Mean 1.26
Sharpe Ratio 0.96
Bear Market Decile Rank 24

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar Small Cap TR USD
R-Squared 91.72 98.9
Beta 1.21 0.96
Alpha -2.08 0.81