| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
2
5
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 13.97 |
| Mean | 0.77 |
| Sharpe Ratio | 0.65 |
| Bear Market Decile Rank | 31 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 97.92 | 98.66 |
| Beta | 1.42 | 0.9 |
| Alpha | -3.57 | -0.91 |
