| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
2
3
1
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
B+
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 4.76 |
| Mean | 1.03 |
| Sharpe Ratio | 2.56 |
| Bear Market Decile Rank | 9 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index MSCI World/Real Estate NR USD |
|
|---|---|---|
| R-Squared | 60.87 | 67.11 |
| Beta | 0.41 | 0.22 |
| Alpha | 7.88 | 8.62 |
