| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
3
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 | 3.79 |
| Mean | 0.63 |
| Sharpe Ratio | 1.96 |
| Bear Market Decile Rank | 77 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Barclays Municipal TR USD |
Best Fit Index Barclays Municipal California Exempt TR |
|
|---|---|---|
| R-Squared | 80.37 | 83.26 |
| Beta | 0.9 | 0.78 |
| Alpha | 2.04 | 2.22 |
