| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
2
4
4
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 21.58 |
| Mean | 1.15 |
| Sharpe Ratio | 0.64 |
| Bear Market Decile Rank | 64 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 81.76 | 87.52 |
| Beta | 1.0 | 1.3 |
| Alpha | 4.7 | -0.89 |
