| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
2
3
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 11.72 |
| Mean | 0.8 |
| Sharpe Ratio | 0.81 |
| Bear Market Decile Rank | 66 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index DJ Moderate TR USD |
|
|---|---|---|
| R-Squared | 96.05 | 96.76 |
| Beta | 1.26 | 1.28 |
| Alpha | -3.92 | -3.57 |
