| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
2
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 9.84 |
| Mean | 1.16 |
| Sharpe Ratio | 1.4 |
| Bear Market Decile Rank | 28 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar US Value TR USD |
|
|---|---|---|
| R-Squared | 90.27 | 91.63 |
| Beta | 0.96 | 0.61 |
| Alpha | 5.2 | 6.14 |
