| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
4
3
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 9.11 |
| Mean | 0.86 |
| Sharpe Ratio | 1.13 |
| Bear Market Decile Rank | 18 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Russell 3000 TR USD |
|
|---|---|---|
| R-Squared | 86.92 | 95.9 |
| Beta | 0.94 | 0.61 |
| Alpha | 0.39 | 0.22 |
