| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
4
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
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 | 10.81 |
| Mean | 1.01 |
| Sharpe Ratio | 1.11 |
| Bear Market Decile Rank | 33 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 93.62 | 94.13 |
| Beta | 1.15 | 0.72 |
| Alpha | -0.17 | 1.77 |
