| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
3
2
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 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 2013-06-11
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 16.9 |
| Mean | 1.18 |
| Sharpe Ratio | 0.83 |
| Bear Market Decile Rank | 83 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 79.4 | 92.68 |
| Beta | 0.83 | 1.12 |
| Alpha | 4.14 | -1.8 |
