| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 9.62 |
| Mean | 0.93 |
| Sharpe Ratio | 1.16 |
| Bear Market Decile Rank | 49 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2030 |
|
|---|---|---|
| R-Squared | 98.55 | 98.71 |
| Beta | 1.05 | 0.75 |
| Alpha | -0.01 | 1.02 |
