| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
4
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 14.42 |
| Mean | 0.88 |
| Sharpe Ratio | 0.72 |
| Bear Market Decile Rank | 85 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 98.18 | 98.69 |
| Beta | 1.47 | 0.92 |
| Alpha | -2.69 | 0.07 |
