| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
2
2
5
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 9.78 |
| Mean | 1.0 |
| Sharpe Ratio | 1.21 |
| Bear Market Decile Rank | 3 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index S&P 500 TR |
Best Fit Index Morningstar Lifetime Moderate 2020 |
|
|---|---|---|
| R-Squared | 84.86 | 88.78 |
| Beta | 0.6 | 0.89 |
| Alpha | 3.98 | 3.08 |
