| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
4
3
1
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 17.17 |
| Mean | 1.31 |
| Sharpe Ratio | 0.91 |
| Bear Market Decile Rank | 52 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 83.83 | 94.15 |
| Beta | 0.86 | 1.15 |
| Alpha | 5.27 | -0.62 |
