| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
5
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 6.31 |
| Mean | 0.71 |
| Sharpe Ratio | 1.34 |
| Bear Market Decile Rank | 20 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index DJ Moderate TR USD |
|
|---|---|---|
| R-Squared | 97.99 | 98.51 |
| Beta | 0.69 | 0.69 |
| Alpha | 1.19 | 1.39 |
