| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
2
1
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 3.98 |
| Mean | 0.47 |
| Sharpe Ratio | 1.39 |
| Bear Market Decile Rank | 22 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Barclays Municipal TR USD |
Best Fit Index Barclays Municipal California Exempt TR |
|
|---|---|---|
| R-Squared | 94.55 | 94.96 |
| Beta | 1.03 | 0.88 |
| Alpha | -0.63 | -0.34 |
