| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
3
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 | 11.41 |
| Mean | 1.12 |
| Sharpe Ratio | 1.17 |
| Bear Market Decile Rank | 9 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index S&P 500 TR |
|
|---|---|---|
| R-Squared | 95.64 | 97.06 |
| Beta | 1.15 | 0.75 |
| Alpha | 3.11 | 3.53 |
