First Trust/Confluence Small Cap Value Fund

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

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 12.62
Mean 0.99
Sharpe Ratio 0.94
Bear Market Decile Rank 5

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 76.06 90.84
Beta 0.9 0.73
Alpha -2.62 0.42