| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
1
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 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 2013-03-12
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 12.88 |
| Mean | 0.74 |
| Sharpe Ratio | 0.69 |
| Bear Market Decile Rank | 44 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2030 |
|
|---|---|---|
| R-Squared | 99.07 | 99.32 |
| Beta | 1.32 | 0.93 |
| Alpha | -2.92 | -1.33 |
