| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
5
3
5
|
|
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 | 4.93 |
| Mean | 0.51 |
| Sharpe Ratio | 1.23 |
| Bear Market Decile Rank | 23 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate Income |
|
|---|---|---|
| R-Squared | 94.75 | 97.47 |
| Beta | 0.49 | 0.8 |
| Alpha | 1.66 | -0.04 |
