| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 11.67 |
| Mean | 1.42 |
| Sharpe Ratio | 1.46 |
| Bear Market Decile Rank | 67 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index MSCI World NR USD |
Best Fit Index Morningstar Lifetime Moderate 2010 |
|
|---|---|---|
| R-Squared | 68.95 | 74.08 |
| Beta | 0.62 | 1.41 |
| Alpha | 8.46 | 2.96 |
