| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
5
3
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 13.41 |
| Mean | 1.0 |
| Sharpe Ratio | 0.89 |
| Bear Market Decile Rank | 44 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index S&P 500 TR |
Best Fit Index Morningstar Lifetime Moderate 2040 |
|
|---|---|---|
| R-Squared | 93.39 | 95.14 |
| Beta | 0.86 | 0.86 |
| Alpha | 0.64 | 2.24 |
