| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 10.7 |
| Mean | 0.94 |
| Sharpe Ratio | 1.05 |
| Bear Market Decile Rank | 3 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2025 |
|
|---|---|---|
| R-Squared | 91.37 | 92.3 |
| Beta | 1.05 | 0.84 |
| Alpha | 1.82 | 2.4 |
