| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
2
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 3.83 |
| Mean | 0.53 |
| Sharpe Ratio | 1.63 |
| Bear Market Decile Rank | 25 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Barclays Municipal TR USD |
Best Fit Index Barclays Municipal California Exempt TR |
|
|---|---|---|
| R-Squared | 95.94 | 97.03 |
| Beta | 1.0 | 0.86 |
| Alpha | 0.26 | 0.52 |
