Optimum Small-Mid Cap Value Fund

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

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 17.46
Mean 1.16
Sharpe Ratio 0.79
Bear Market Decile Rank 68

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar Small Core TR USD
R-Squared 87.64 96.09
Beta 1.33 0.99
Alpha -7.61 -0.99

See Also:

Top Delaware Investments Funds