| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
3
4
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 | 9.67 |
| Mean | 0.79 |
| Sharpe Ratio | 0.97 |
| Bear Market Decile Rank | 4 |
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 | 98.88 |
| Beta | 0.99 | 0.7 |
| Alpha | 0.58 | 1.77 |
