Steward Small-Mid Cap Enhanced Index Fund

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

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 15.82
Mean 1.3
Sharpe Ratio 0.98
Bear Market Decile Rank 24

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar Small Cap TR USD
R-Squared 90.91 98.87
Beta 1.23 0.96
Alpha -4.26 0.62