| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
4
5
4
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D+
(Sell)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 6.38 |
| Mean | 0.47 |
| Sharpe Ratio | 0.88 |
| Bear Market Decile Rank | 62 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar Lifetime Moderate 2035 |
|
|---|---|---|
| R-Squared | 91.32 | 95.59 |
| Beta | 0.44 | 0.45 |
| Alpha | -1.6 | -0.75 |
