| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
4
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 3.42 |
| Mean | 0.56 |
| Sharpe Ratio | 1.92 |
| Bear Market Decile Rank | 1 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index Barclays US Agg Bond TR USD |
Best Fit Index Barclays US Universal TR USD |
|
|---|---|---|
| R-Squared | 66.44 | 70.52 |
| Beta | 1.02 | 1.11 |
| Alpha | 2.04 | 0.96 |
