| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
3
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 14.65 |
| Mean | 0.97 |
| Sharpe Ratio | 0.79 |
| Bear Market Decile Rank | 17 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 84.98 | 94.69 |
| Beta | 0.69 | 0.92 |
| Alpha | 5.37 | 1.3 |
