| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 9.8 |
| Mean | 0.77 |
| Sharpe Ratio | 0.93 |
| Bear Market Decile Rank | 78 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2020 |
|
|---|---|---|
| R-Squared | 97.33 | 97.66 |
| Beta | 0.99 | 0.94 |
| Alpha | 0.28 | -0.06 |
