First Trust/Confluence Small Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
2 1 5 2 4
Zacks Investment Research
---
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 12.63
Mean 1.04
Sharpe Ratio 0.98
Bear Market Decile Rank 2

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 73.55 86.33
Beta 0.87 0.72
Alpha 0.13 1.76