| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
5
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 9.9 |
| Mean | 0.7 |
| Sharpe Ratio | 0.84 |
| Bear Market Decile Rank | 17 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar Lifetime Moderate 2030 |
|
|---|---|---|
| R-Squared | 55.97 | 56.95 |
| Beta | 0.53 | 0.58 |
| Alpha | -0.43 | 0.41 |
