Optimum Small-Mid Cap Value Fund

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

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 17.56
Mean 1.11
Sharpe Ratio 0.76
Bear Market Decile Rank 65

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar Small Core TR USD
R-Squared 87.53 96.24
Beta 1.32 1.0
Alpha -5.36 -0.6

See Also:

Top Delaware Investments Funds