| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
2
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 8.98 |
| Mean | 0.97 |
| Sharpe Ratio | 1.29 |
| Bear Market Decile Rank | 1 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2010 |
|
|---|---|---|
| R-Squared | 62.13 | 75.53 |
| Beta | 0.36 | 1.02 |
| Alpha | 8.34 | 2.66 |
