| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
2
2
5
3
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 6.19 |
| Mean | 0.64 |
| Sharpe Ratio | 1.22 |
| Bear Market Decile Rank | 8 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate Income |
|
|---|---|---|
| R-Squared | 79.48 | 87.95 |
| Beta | 0.61 | 1.02 |
| Alpha | 1.11 | -1.02 |
