| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
4
2
2
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 20.31 |
| Mean | 1.4 |
| Sharpe Ratio | 0.82 |
| Bear Market Decile Rank | 76 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2045 |
|
|---|---|---|
| R-Squared | 80.82 | 93.9 |
| Beta | 0.94 | 1.28 |
| Alpha | 8.33 | 2.35 |
