| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
4
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 6.81 |
| Mean | 0.62 |
| Sharpe Ratio | 1.08 |
| Bear Market Decile Rank | 62 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index DJ Moderate TR USD |
|
|---|---|---|
| R-Squared | 96.09 | 96.98 |
| Beta | 0.69 | 0.7 |
| Alpha | 1.22 | 1.2 |
