| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
4
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 10.0 |
| Mean | 1.09 |
| Sharpe Ratio | 1.3 |
| Bear Market Decile Rank | 5 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2025 |
|
|---|---|---|
| R-Squared | 89.98 | 91.05 |
| Beta | 1.04 | 0.85 |
| Alpha | 1.9 | 2.21 |
