First Trust/Confluence Small Cap Value Fund

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

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 12.59
Mean 1.07
Sharpe Ratio 1.02
Bear Market Decile Rank 3

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 76.12 90.5
Beta 0.9 0.73
Alpha -1.66 1.4