| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
1
3
4
|
|
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 | 14.77 |
| Mean | 1.15 |
| Sharpe Ratio | 0.93 |
| Bear Market Decile Rank | 70 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 97.8 | 98.67 |
| Beta | 1.61 | 1.02 |
| Alpha | -3.27 | -0.58 |
