| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
4
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 2.17 |
| Mean | 0.61 |
| Sharpe Ratio | 3.32 |
| Bear Market Decile Rank | 16 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Barclays US Agg Bond TR USD |
Best Fit Index Barclays US Universal TR USD |
|
|---|---|---|
| R-Squared | 75.76 | 79.44 |
| Beta | 0.69 | 0.75 |
| Alpha | 4.12 | 3.42 |
