| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
4
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 8.83 |
| Mean | 0.79 |
| Sharpe Ratio | 1.06 |
| 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 | 98.14 | 98.55 |
| Beta | 0.96 | 0.97 |
| Alpha | -0.81 | -0.52 |
