| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
---
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 5.3 |
| Mean | 0.18 |
| Sharpe Ratio | 0.39 |
| Bear Market Decile Rank | 41 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index S&P 500 TR |
Best Fit Index Morningstar Lifetime Moderate Income |
|
|---|---|---|
| R-Squared | 19.8 | 27.4 |
| Beta | 0.16 | 0.46 |
| Alpha | 0.02 | -1.4 |
