| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
2
5
5
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 3.99 |
| Mean | 0.57 |
| Sharpe Ratio | 1.68 |
| Bear Market Decile Rank | 13 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate Income |
|
|---|---|---|
| R-Squared | 79.49 | 89.13 |
| Beta | 0.39 | 0.66 |
| Alpha | 2.57 | 1.16 |
