| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 13.04 |
| Mean | 2.03 |
| Sharpe Ratio | 1.86 |
| Bear Market Decile Rank | 1 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index S&P 500 TR |
Best Fit Index Morningstar Lifetime Moderate 2010 |
|
|---|---|---|
| R-Squared | 72.36 | 81.81 |
| Beta | 0.74 | 1.54 |
| Alpha | 14.62 | 10.79 |
