| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
2
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
The fund's Value Line Risk Rank, a measure of volatility, is 2 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 | 11.94 |
| Mean | 0.98 |
| Sharpe Ratio | 0.98 |
| Bear Market Decile Rank | 88 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Moderately Aggr Target Risk |
|
|---|---|---|
| R-Squared | 98.61 | 99.24 |
| Beta | 1.3 | 0.96 |
| Alpha | -2.15 | -0.44 |
