| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
2
2
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 | 4.37 |
| Mean | 0.66 |
| Sharpe Ratio | 1.8 |
| Bear Market Decile Rank | 66 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Barclays Municipal TR USD |
Best Fit Index Barclays Municipal California Exempt TR |
|
|---|---|---|
| R-Squared | 78.87 | 82.54 |
| Beta | 1.03 | 0.9 |
| Alpha | 1.68 | 1.86 |
