| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
1
2
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 15.36 |
| Mean | 0.8 |
| Sharpe Ratio | 0.62 |
| Bear Market Decile Rank | 88 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2035 |
|
|---|---|---|
| R-Squared | 98.59 | 99.19 |
| Beta | 1.57 | 1.04 |
| Alpha | -4.5 | -2.09 |
