| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
4
2
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 8.18 |
| Mean | 0.82 |
| Sharpe Ratio | 1.19 |
| Bear Market Decile Rank | 66 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2020 |
|
|---|---|---|
| R-Squared | 97.96 | 98.27 |
| Beta | 0.89 | 0.85 |
| Alpha | 0.3 | -0.16 |
