| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
4
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 6.8 |
| Mean | 0.6 |
| Sharpe Ratio | 1.04 |
| Bear Market Decile Rank | 63 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index DJ Moderate TR USD |
|
|---|---|---|
| R-Squared | 96.13 | 97.01 |
| Beta | 0.68 | 0.7 |
| Alpha | 0.98 | 0.95 |
