| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
5
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 4.52 |
| Mean | 0.73 |
| Sharpe Ratio | 1.9 |
| Bear Market Decile Rank | 47 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Barclays Municipal TR USD |
Best Fit Index Barclays Municipal California Exempt TR |
|
|---|---|---|
| R-Squared | 78.54 | 81.94 |
| Beta | 1.06 | 0.93 |
| Alpha | 2.23 | 2.42 |
