| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
2
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 9.55 |
| Mean | 0.76 |
| Sharpe Ratio | 0.94 |
| Bear Market Decile Rank | 42 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2025 |
|
|---|---|---|
| R-Squared | 97.53 | 97.89 |
| Beta | 0.97 | 0.78 |
| Alpha | 0.34 | 0.9 |
