| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
5
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 10.27 |
| Mean | 0.79 |
| Sharpe Ratio | 0.92 |
| Bear Market Decile Rank | 49 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2030 |
|
|---|---|---|
| R-Squared | 98.73 | 98.91 |
| Beta | 1.05 | 0.74 |
| Alpha | 0.03 | 1.3 |
