| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 11.41 |
| Mean | 0.82 |
| Sharpe Ratio | 0.85 |
| Bear Market Decile Rank | 89 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2025 |
|
|---|---|---|
| R-Squared | 98.31 | 98.41 |
| Beta | 1.16 | 0.93 |
| Alpha | -0.64 | 0.04 |
