| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
2
4
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 9.7 |
| Mean | 0.75 |
| Sharpe Ratio | 0.92 |
| Bear Market Decile Rank | 7 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2030 |
|
|---|---|---|
| R-Squared | 98.68 | 98.87 |
| Beta | 0.99 | 0.7 |
| Alpha | 0.11 | 1.31 |
