| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
4
2
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 10.97 |
| Mean | 0.72 |
| Sharpe Ratio | 0.78 |
| Bear Market Decile Rank | 95 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 83.37 | 84.23 |
| Beta | 1.03 | 0.65 |
| Alpha | -0.59 | 1.32 |
