| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
3
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 3.22 |
| Mean | 0.5 |
| Sharpe Ratio | 1.83 |
| Bear Market Decile Rank | 33 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Barclays Municipal TR USD |
Best Fit Index Barclays Municipal California Exempt TR |
|
|---|---|---|
| R-Squared | 95.69 | 96.13 |
| Beta | 0.81 | 0.7 |
| Alpha | 1.58 | 1.65 |
