| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
2
3
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 5.2 |
| Mean | 0.69 |
| Sharpe Ratio | 1.56 |
| Bear Market Decile Rank | 41 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Barclays Municipal TR USD |
Best Fit Index Barclays Municipal California Exempt TR |
|
|---|---|---|
| R-Squared | 81.67 | 84.47 |
| Beta | 1.25 | 1.08 |
| Alpha | 0.64 | 0.89 |
