Morningstar Risk & Rating Statistics

 SMVLX

MPT Statistics

 SMVLX

Volatility Measures

 SMVLX

Upside & Downside Capture Ratio

 SMVLX

S&P 500 index data: S&P 500 Copyright © 2014
Currency is displayed in USD unless otherwise noted.
Italics indicate Extended Performance. Extended performance is an estimate based on the performance of the fund's oldest share class, adjusted for fees.