| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
4
3
4
4
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 9.07 |
| Mean | 0.92 |
| Sharpe Ratio | 1.2 |
| Bear Market Decile Rank | 6 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2030 |
|
|---|---|---|
| R-Squared | 98.46 | 98.73 |
| Beta | 0.99 | 0.7 |
| Alpha | 0.42 | 1.38 |
