| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
2
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 10.48 |
| Mean | 0.93 |
| Sharpe Ratio | 1.06 |
| Bear Market Decile Rank | 93 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2030 |
|
|---|---|---|
| R-Squared | 98.51 | 99.03 |
| Beta | 1.14 | 0.82 |
| Alpha | -1.03 | 0.06 |
