| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
4
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 14.98 |
| Mean | 1.23 |
| Sharpe Ratio | 0.98 |
| Bear Market Decile Rank | 27 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Moderately Aggr Target Risk |
|
|---|---|---|
| R-Squared | 87.62 | 99.17 |
| Beta | 0.77 | 1.2 |
| Alpha | 5.42 | -0.51 |
