| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
3
4
2
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 10.25 |
| Mean | 0.89 |
| Sharpe Ratio | 1.04 |
| Bear Market Decile Rank | 30 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2025 |
|
|---|---|---|
| R-Squared | 90.53 | 90.66 |
| Beta | 1.0 | 0.8 |
| Alpha | 1.67 | 2.26 |
