| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 10.43 |
| Mean | 0.97 |
| Sharpe Ratio | 1.1 |
| Bear Market Decile Rank | 70 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Moderately Aggr Target Risk |
|
|---|---|---|
| R-Squared | 98.68 | 98.94 |
| Beta | 1.14 | 0.84 |
| Alpha | -0.58 | 0.94 |
