| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
3
5
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 18.16 |
| Mean | 0.92 |
| Sharpe Ratio | 0.6 |
| Bear Market Decile Rank | 69 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2045 |
|
|---|---|---|
| R-Squared | 86.4 | 96.78 |
| Beta | 0.87 | 1.16 |
| Alpha | 3.18 | -2.11 |
