| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 17.89 |
| Mean | 1.82 |
| Sharpe Ratio | 1.21 |
| Bear Market Decile Rank | 3 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar Mid Core TR USD |
|
|---|---|---|
| R-Squared | 89.14 | 93.41 |
| Beta | 1.2 | 1.03 |
| Alpha | 1.78 | 2.27 |
