| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
5
2
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 12.71 |
| Mean | 1.17 |
| Sharpe Ratio | 1.09 |
| Bear Market Decile Rank | 45 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar Lifetime Moderate 2035 |
|
|---|---|---|
| R-Squared | 91.37 | 94.4 |
| Beta | 0.87 | 0.9 |
| Alpha | -0.44 | 1.32 |
