| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
4
1
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 17.7 |
| Mean | 1.07 |
| Sharpe Ratio | 0.72 |
| Bear Market Decile Rank | 61 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2040 |
|
|---|---|---|
| R-Squared | 84.87 | 95.95 |
| Beta | 0.84 | 1.14 |
| Alpha | 5.2 | -0.16 |
