| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
2
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
B-
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 20.38 |
| Mean | 1.61 |
| Sharpe Ratio | 0.94 |
| Bear Market Decile Rank | 100 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar Lifetime Moderate 2030 |
|
|---|---|---|
| R-Squared | 93.32 | 93.92 |
| Beta | 1.4 | 1.54 |
| Alpha | -4.02 | -1.67 |
