| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
3
5
4
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 5.97 |
| Mean | 0.8 |
| Sharpe Ratio | 1.59 |
| Bear Market Decile Rank | 25 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index DJ Moderate TR USD |
|
|---|---|---|
| R-Squared | 84.76 | 86.23 |
| Beta | 0.56 | 0.58 |
| Alpha | 4.47 | 4.43 |
