| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
2
4
5
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 8.01 |
| Mean | 0.67 |
| Sharpe Ratio | 0.99 |
| Bear Market Decile Rank | 26 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2025 |
|
|---|---|---|
| R-Squared | 98.57 | 98.6 |
| Beta | 0.82 | 0.65 |
| Alpha | 0.6 | 1.08 |
