| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
5
4
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 3.9 |
| Mean | 0.4 |
| Sharpe Ratio | 1.21 |
| Bear Market Decile Rank | 17 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate Income |
|
|---|---|---|
| R-Squared | 96.43 | 98.05 |
| Beta | 0.39 | 0.64 |
| Alpha | 1.21 | -0.12 |
