| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
1
5
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
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 | 18.01 |
| Mean | 0.77 |
| Sharpe Ratio | 0.5 |
| Bear Market Decile Rank | 94 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate Income |
|
|---|---|---|
| R-Squared | 81.25 | 83.09 |
| Beta | 1.67 | 2.71 |
| Alpha | -5.81 | -11.51 |
