| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
2
4
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 4.11 |
| Mean | 0.62 |
| Sharpe Ratio | 1.79 |
| Bear Market Decile Rank | 81 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Barclays Municipal TR USD |
Best Fit Index Barclays Municipal California Exempt TR |
|
|---|---|---|
| R-Squared | 87.81 | 89.98 |
| Beta | 0.99 | 0.86 |
| Alpha | 2.06 | 2.09 |
