| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
3
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 10.11 |
| Mean | 1.02 |
| Sharpe Ratio | 1.2 |
| Bear Market Decile Rank | 3 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Large Cap TR USD |
|
|---|---|---|
| R-Squared | 89.73 | 95.92 |
| Beta | 0.98 | 0.67 |
| Alpha | 3.38 | 3.45 |
