| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
3
5
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 16.32 |
| Mean | 1.22 |
| Sharpe Ratio | 0.89 |
| Bear Market Decile Rank | 56 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 83.93 | 96.53 |
| Beta | 0.82 | 1.11 |
| Alpha | 4.66 | -1.12 |
