| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
2
4
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 12.42 |
| Mean | 0.99 |
| Sharpe Ratio | 0.95 |
| Bear Market Decile Rank | 33 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 98.3 | 98.74 |
| Beta | 1.36 | 0.85 |
| Alpha | -2.52 | -0.22 |
