| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
4
4
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 8.39 |
| Mean | 0.71 |
| Sharpe Ratio | 1.01 |
| Bear Market Decile Rank | 43 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index DJ Moderate TR USD |
|
|---|---|---|
| R-Squared | 96.37 | 97.12 |
| Beta | 0.85 | 0.86 |
| Alpha | 0.91 | 0.88 |
