| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
1
2
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C-
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 6.12 |
| Mean | 0.46 |
| Sharpe Ratio | 0.88 |
| Bear Market Decile Rank | 3 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Barclays US Agg Bond TR USD |
Best Fit Index Barclays Municipal California Exempt TR |
|
|---|---|---|
| R-Squared | 12.48 | 64.48 |
| Beta | 0.89 | 1.11 |
| Alpha | 0.62 | -2.07 |
