| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
1
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
The fund's Value Line Risk Rank, a measure of volatility, is 3 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 | 14.91 |
| Mean | 0.9 |
| Sharpe Ratio | 0.72 |
| Bear Market Decile Rank | 77 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Moderately Aggr Target Risk |
|
|---|---|---|
| R-Squared | 98.37 | 99.14 |
| Beta | 1.52 | 1.12 |
| Alpha | -2.82 | -0.68 |
