| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
2
4
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 5.54 |
| Mean | 0.75 |
| Sharpe Ratio | 1.62 |
| Bear Market Decile Rank | 9 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Barclays Municipal TR USD |
Best Fit Index Barclays Municipal California Exempt TR |
|
|---|---|---|
| R-Squared | 90.16 | 91.03 |
| Beta | 1.35 | 1.16 |
| Alpha | 1.73 | 1.82 |
