| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
2
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 4.14 |
| Mean | 0.53 |
| Sharpe Ratio | 1.5 |
| Bear Market Decile Rank | 31 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Barclays Municipal TR USD |
Best Fit Index Barclays Municipal California Exempt TR |
|
|---|---|---|
| R-Squared | 96.97 | 97.23 |
| Beta | 1.05 | 0.9 |
| Alpha | 0.61 | 0.7 |
