| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
1
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 14.2 |
| Mean | 0.81 |
| Sharpe Ratio | 0.68 |
| Bear Market Decile Rank | 22 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2035 |
|
|---|---|---|
| R-Squared | 99.03 | 99.5 |
| Beta | 1.45 | 0.96 |
| Alpha | -3.36 | -1.12 |
