| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
5
1
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C-
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 6.28 |
| Mean | 0.3 |
| Sharpe Ratio | 0.56 |
| Bear Market Decile Rank | 57 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar Lifetime Moderate 2040 |
|
|---|---|---|
| R-Squared | 87.25 | 90.31 |
| Beta | 0.42 | 0.42 |
| Alpha | -3.39 | -2.44 |
