| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
2
2
|
|
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 | 5.02 |
| Mean | 0.58 |
| Sharpe Ratio | 1.38 |
| Bear Market Decile Rank | 30 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate Income |
|
|---|---|---|
| R-Squared | 89.9 | 94.39 |
| Beta | 0.49 | 0.81 |
| Alpha | 2.56 | 0.8 |
