| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 13.68 |
| Mean | 0.86 |
| Sharpe Ratio | 0.75 |
| Bear Market Decile Rank | 15 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2030 |
|
|---|---|---|
| R-Squared | 85.67 | 95.82 |
| Beta | 0.65 | 0.97 |
| Alpha | 4.37 | -0.4 |
