| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 7.49 |
| Mean | 0.79 |
| Sharpe Ratio | 1.24 |
| Bear Market Decile Rank | 51 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2020 |
|
|---|---|---|
| R-Squared | 93.88 | 94.82 |
| Beta | 0.75 | 0.7 |
| Alpha | 2.66 | 2.38 |
