| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
2
2
|
|
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 | 9.71 |
| Mean | 0.8 |
| Sharpe Ratio | 0.98 |
| Bear Market Decile Rank | 78 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2025 |
|
|---|---|---|
| R-Squared | 97.8 | 97.85 |
| Beta | 1.06 | 0.85 |
| Alpha | -1.71 | -1.33 |
