| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
5
2
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 | 5.01 |
| Mean | 0.57 |
| Sharpe Ratio | 1.35 |
| Bear Market Decile Rank | 32 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate Income |
|
|---|---|---|
| R-Squared | 90.2 | 94.66 |
| Beta | 0.49 | 0.81 |
| Alpha | 2.41 | 0.66 |
