| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
3
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 14.24 |
| Mean | 0.99 |
| Sharpe Ratio | 0.83 |
| Bear Market Decile Rank | 76 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index DJ Moderate TR USD |
|
|---|---|---|
| R-Squared | 93.05 | 93.6 |
| Beta | 1.41 | 1.44 |
| Alpha | -0.82 | -0.86 |
