| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
2
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 3.95 |
| Mean | 0.53 |
| Sharpe Ratio | 1.59 |
| Bear Market Decile Rank | 17 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Barclays Municipal TR USD |
Best Fit Index Barclays Municipal California Exempt TR |
|
|---|---|---|
| R-Squared | 94.14 | 94.59 |
| Beta | 1.02 | 0.87 |
| Alpha | 0.18 | 0.47 |
