| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
3
4
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 10.66 |
| Mean | 0.86 |
| Sharpe Ratio | 0.96 |
| Bear Market Decile Rank | 5 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2020 |
|
|---|---|---|
| R-Squared | 91.32 | 92.29 |
| Beta | 1.05 | 0.99 |
| Alpha | 0.86 | 0.47 |
