| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
2
2
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 18.78 |
| Mean | 1.08 |
| Sharpe Ratio | 0.68 |
| Bear Market Decile Rank | 62 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 89.69 | 95.52 |
| Beta | 0.91 | 1.19 |
| Alpha | 4.64 | -0.42 |
