| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
5
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 9.25 |
| Mean | 0.98 |
| Sharpe Ratio | 1.26 |
| Bear Market Decile Rank | 5 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar Lifetime Moderate 2010 |
|
|---|---|---|
| R-Squared | 76.04 | 86.12 |
| Beta | 0.58 | 1.2 |
| Alpha | 2.13 | -0.34 |
