| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
1
4
1
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 14.16 |
| Mean | 0.79 |
| Sharpe Ratio | 0.66 |
| Bear Market Decile Rank | 8 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index S&P 500 TR |
Best Fit Index Morningstar SEC/Financial Svc TR USD |
|
|---|---|---|
| R-Squared | 62.19 | 69.97 |
| Beta | 0.74 | 0.57 |
| Alpha | -0.36 | 4.36 |
