| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
1
1
5
2
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 5.67 |
| Mean | 0.71 |
| Sharpe Ratio | 1.48 |
| Bear Market Decile Rank | 2 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index S&P 500 TR USD |
Best Fit Index Morningstar SEC/Financial Svc TR USD |
|
|---|---|---|
| R-Squared | 56.0 | 65.62 |
| Beta | 0.3 | 0.23 |
| Alpha | 3.38 | 5.18 |
