| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Risk
The fund's Value Line Risk Rank, a measure of volatility, is 4 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.
Value Line 2013-06-11
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 18.62 |
| Mean | 1.6 |
| Sharpe Ratio | 1.03 |
| Bear Market Decile Rank | 36 |
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 | 91.27 | 99.02 |
| Beta | 1.27 | 0.99 |
| Alpha | -1.86 | 2.16 |
