| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
5
5
2
4
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 12.32 |
| Mean | 0.89 |
| Sharpe Ratio | 0.86 |
| Bear Market Decile Rank | 48 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2030 |
|
|---|---|---|
| R-Squared | 98.81 | 98.89 |
| Beta | 1.26 | 0.89 |
| Alpha | -0.71 | 0.82 |
