| 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 | 14.82 |
| Mean | 1.16 |
| Sharpe Ratio | 0.93 |
| Bear Market Decile Rank | 58 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2045 |
|
|---|---|---|
| R-Squared | 97.8 | 98.66 |
| Beta | 1.61 | 1.03 |
| Alpha | -3.27 | -0.73 |
