| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
3
4
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 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 | 16.92 |
| Mean | 1.21 |
| Sharpe Ratio | 0.85 |
| Bear Market Decile Rank | 82 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 79.41 | 92.69 |
| Beta | 0.83 | 1.13 |
| Alpha | 4.48 | -1.47 |
