| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 5.12 |
| Mean | 0.71 |
| Sharpe Ratio | 1.65 |
| Bear Market Decile Rank | 25 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Moderately Cons Target Risk |
|
|---|---|---|
| R-Squared | 92.62 | 95.5 |
| Beta | 0.54 | 0.82 |
| Alpha | 2.68 | 1.55 |
