| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
2
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 15.65 |
| Mean | 1.35 |
| Sharpe Ratio | 1.03 |
| Bear Market Decile Rank | 19 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Moderate Target Risk |
|
|---|---|---|
| R-Squared | 84.58 | 91.78 |
| Beta | 0.79 | 1.65 |
| Alpha | 6.56 | -1.41 |
