| 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 | 9.57 |
| Mean | 0.92 |
| Sharpe Ratio | 1.14 |
| Bear Market Decile Rank | 51 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2030 |
|
|---|---|---|
| R-Squared | 98.48 | 98.6 |
| Beta | 1.04 | 0.74 |
| Alpha | -0.15 | 0.87 |
