| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
5
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 8.78 |
| Mean | 0.82 |
| Sharpe Ratio | 1.1 |
| Bear Market Decile Rank | 24 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index DJ Moderate TR USD |
|
|---|---|---|
| R-Squared | 98.16 | 98.51 |
| Beta | 0.96 | 0.96 |
| Alpha | -0.44 | -0.16 |
