| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
1
5
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 6.9 |
| Mean | 0.81 |
| Sharpe Ratio | 1.4 |
| Bear Market Decile Rank | 8 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Barclays Municipal TR USD |
Best Fit Index Barclays Municipal California Exempt TR |
|
|---|---|---|
| R-Squared | 71.28 | 77.15 |
| Beta | 1.5 | 1.34 |
| Alpha | 1.68 | 1.5 |
