| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
1
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 4.72 |
| Mean | 0.68 |
| Sharpe Ratio | 1.71 |
| Bear Market Decile Rank | 23 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Barclays Municipal TR USD |
Best Fit Index Barclays Municipal California Exempt TR |
|
|---|---|---|
| R-Squared | 93.46 | 94.25 |
| Beta | 1.21 | 1.04 |
| Alpha | 0.79 | 1.12 |
