| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 16.29 |
| Mean | 1.54 |
| Sharpe Ratio | 1.13 |
| Bear Market Decile Rank | 11 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar Small Cap TR USD |
|
|---|---|---|
| R-Squared | 91.62 | 97.89 |
| Beta | 1.11 | 0.86 |
| Alpha | 0.02 | 3.66 |
