| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
5
4
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 14.12 |
| Mean | 1.39 |
| Sharpe Ratio | 1.18 |
| Bear Market Decile Rank | 10 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2015 |
|
|---|---|---|
| R-Squared | 86.08 | 93.42 |
| Beta | 0.72 | 1.68 |
| Alpha | 7.95 | -1.4 |
