| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
1
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 11.36 |
| Mean | 1.55 |
| Sharpe Ratio | 1.63 |
| Bear Market Decile Rank | 1 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2010 |
|
|---|---|---|
| R-Squared | 70.16 | 72.24 |
| Beta | 0.49 | 1.26 |
| Alpha | 14.16 | 7.49 |
