| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
5
3
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 | 9.8 |
| Mean | 0.96 |
| Sharpe Ratio | 1.17 |
| Bear Market Decile Rank | 4 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index S&P 500 TR |
Best Fit Index Morningstar Lifetime Moderate 2020 |
|
|---|---|---|
| R-Squared | 85.53 | 89.12 |
| Beta | 0.6 | 0.89 |
| Alpha | 3.51 | 2.62 |
