| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
2
3
4
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 10.87 |
| Mean | 1.03 |
| Sharpe Ratio | 1.12 |
| Bear Market Decile Rank | 4 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Moderately Aggr Target Risk |
|
|---|---|---|
| R-Squared | 97.92 | 98.86 |
| Beta | 1.18 | 0.87 |
| Alpha | -0.31 | 1.22 |
