| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
3
5
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 17.7 |
| Mean | 1.58 |
| Sharpe Ratio | 1.07 |
| Bear Market Decile Rank | 20 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar Small Growth TR USD |
|
|---|---|---|
| R-Squared | 81.71 | 94.64 |
| Beta | 1.14 | 0.92 |
| Alpha | -0.02 | 1.89 |
