| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
4
5
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 7.99 |
| Mean | 0.73 |
| Sharpe Ratio | 1.08 |
| Bear Market Decile Rank | 18 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2025 |
|
|---|---|---|
| R-Squared | 98.44 | 98.53 |
| Beta | 0.82 | 0.65 |
| Alpha | 1.34 | 1.82 |
