| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
1
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Risk
Volatility Measurements
Updated 04.30.2013
| Standard Deviation | 16.36 |
| Mean | 1.14 |
| Sharpe Ratio | 0.83 |
| Bear Market Decile Rank | 57 |
Modern Portfolio Theory Statistics
Updated 04.30.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 82.25 | 93.6 |
| Beta | 0.76 | 1.02 |
| Alpha | 6.72 | 2.12 |
