| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Risk
The fund's Value Line Risk Rank, a measure of volatility, is 1 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 | 6.87 |
| Mean | 0.77 |
| Sharpe Ratio | 1.34 |
| Bear Market Decile Rank | 28 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2015 |
|
|---|---|---|
| R-Squared | 97.18 | 97.94 |
| Beta | 0.74 | 0.84 |
| Alpha | 1.29 | 0.21 |
