| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
4
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 7.86 |
| Mean | 0.84 |
| Sharpe Ratio | 1.26 |
| Bear Market Decile Rank | 50 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index DJ Moderate TR USD |
|
|---|---|---|
| R-Squared | 98.57 | 98.58 |
| Beta | 0.86 | 0.86 |
| Alpha | 0.84 | 1.11 |
