| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
5
1
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 6.74 |
| Mean | 0.52 |
| Sharpe Ratio | 0.91 |
| Bear Market Decile Rank | 67 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar Lifetime Moderate Income |
|
|---|---|---|
| R-Squared | 61.56 | 90.72 |
| Beta | 0.38 | 1.13 |
| Alpha | -0.12 | -3.35 |
