| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
5
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
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 | 9.79 |
| Mean | 0.92 |
| Sharpe Ratio | 1.12 |
| Bear Market Decile Rank | 53 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2030 |
|
|---|---|---|
| R-Squared | 98.99 | 99.17 |
| Beta | 1.07 | 0.76 |
| Alpha | -0.34 | 0.7 |
