| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
1
3
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 14.51 |
| Mean | 0.99 |
| Sharpe Ratio | 0.81 |
| Bear Market Decile Rank | 91 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 97.91 | 98.21 |
| Beta | 1.58 | 1.0 |
| Alpha | -5.01 | -2.32 |
