| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
3
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
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 | 10.42 |
| Mean | 0.73 |
| Sharpe Ratio | 0.84 |
| Bear Market Decile Rank | 53 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index DJ Moderate TR USD |
|
|---|---|---|
| R-Squared | 95.11 | 95.43 |
| Beta | 1.12 | 1.13 |
| Alpha | -3.14 | -2.81 |
