| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
5
4
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 15.22 |
| Mean | 1.12 |
| Sharpe Ratio | 0.87 |
| Bear Market Decile Rank | 11 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2010 |
|
|---|---|---|
| R-Squared | 87.88 | 94.43 |
| Beta | 0.73 | 1.92 |
| Alpha | 6.71 | -3.65 |
