James Balanced: Golden Rainbow Fund

Scorecard
4 / 5 Stars
Lipper
3 3 5 4 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B (Buy)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 6.43
Mean 0.78
Sharpe Ratio 1.45
Bear Market Decile Rank 23

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate 2015
R-Squared 87.54 88.01
Beta 0.74 0.85
Alpha 2.66 2.12

See Also:

Top James Advantage Funds