| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
5
4
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 4.75 |
| Mean | 0.48 |
| Sharpe Ratio | 1.19 |
| Bear Market Decile Rank | 88 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar Lifetime Moderate 2020 |
|
|---|---|---|
| R-Squared | 89.77 | 93.29 |
| Beta | 0.32 | 0.48 |
| Alpha | 0.34 | 0.05 |
