| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
4
1
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 9.0 |
| Mean | 0.88 |
| Sharpe Ratio | 1.16 |
| Bear Market Decile Rank | 19 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index Morningstar Moderate Target Risk |
Best Fit Index Morningstar Large Cap TR USD |
|
|---|---|---|
| R-Squared | 92.24 | 93.87 |
| Beta | 0.89 | 0.59 |
| Alpha | 2.49 | 2.74 |
