| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
4
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 5.97 |
| Mean | 0.82 |
| Sharpe Ratio | 1.64 |
| Bear Market Decile Rank | 24 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index DJ Moderate TR USD |
|
|---|---|---|
| R-Squared | 84.95 | 86.43 |
| Beta | 0.57 | 0.58 |
| Alpha | 4.71 | 4.67 |
