Steward Small-Mid Cap Enhanced Index Fund

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

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 15.78
Mean 1.28
Sharpe Ratio 0.97
Bear Market Decile Rank 25

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 90.97 98.88
Beta 1.23 0.96
Alpha -4.48 0.4