| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
4
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 11.73 |
| Mean | 1.18 |
| Sharpe Ratio | 1.2 |
| Bear Market Decile Rank | 90 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar US Value TR USD |
|
|---|---|---|
| R-Squared | 91.47 | 96.51 |
| Beta | 1.23 | 0.8 |
| Alpha | 0.97 | 1.31 |
