| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
3
4
1
4
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 15.41 |
| Mean | 0.89 |
| Sharpe Ratio | 0.68 |
| Bear Market Decile Rank | 67 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2040 |
|
|---|---|---|
| R-Squared | 98.44 | 99.3 |
| Beta | 1.57 | 1.01 |
| Alpha | -3.5 | -0.87 |
