| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
4
1
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 16.93 |
| Mean | 1.08 |
| Sharpe Ratio | 0.76 |
| Bear Market Decile Rank | 7 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index MSCI World NR USD |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 86.67 | 90.78 |
| Beta | 0.94 | 1.04 |
| Alpha | 2.94 | 1.15 |
