| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 11.24 |
| Mean | 1.01 |
| Sharpe Ratio | 1.07 |
| Bear Market Decile Rank | 5 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Moderately Cons Target Risk |
|
|---|---|---|
| R-Squared | 77.66 | 79.43 |
| Beta | 0.54 | 1.64 |
| Alpha | 5.44 | -1.79 |
