| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
1
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 13.66 |
| Mean | 1.09 |
| Sharpe Ratio | 0.96 |
| Bear Market Decile Rank | 51 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2040 |
|
|---|---|---|
| R-Squared | 98.21 | 99.23 |
| Beta | 1.49 | 0.96 |
| Alpha | -2.74 | -0.58 |
