| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
2
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 12.34 |
| Mean | 0.87 |
| Sharpe Ratio | 0.84 |
| Bear Market Decile Rank | 40 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2030 |
|
|---|---|---|
| R-Squared | 98.56 | 98.8 |
| Beta | 1.26 | 0.89 |
| Alpha | -0.94 | 0.58 |
