| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 13.5 |
| Mean | 0.95 |
| Sharpe Ratio | 0.84 |
| Bear Market Decile Rank | 8 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2030 |
|
|---|---|---|
| R-Squared | 84.77 | 93.47 |
| Beta | 0.64 | 0.95 |
| Alpha | 5.62 | 1.0 |
