| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 6.8 |
| Mean | 0.68 |
| Sharpe Ratio | 1.18 |
| Bear Market Decile Rank | 57 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index DJ Moderate TR USD |
|
|---|---|---|
| R-Squared | 97.87 | 98.1 |
| Beta | 0.69 | 0.7 |
| Alpha | 1.87 | 1.86 |
