| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
1
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 5.67 |
| Mean | 0.72 |
| Sharpe Ratio | 1.52 |
| Bear Market Decile Rank | 37 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index DJ Moderate TR USD |
|
|---|---|---|
| R-Squared | 94.56 | 95.0 |
| Beta | 0.61 | 0.61 |
| Alpha | 2.18 | 2.36 |
