| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
2
2
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 19.81 |
| Mean | 1.14 |
| Sharpe Ratio | 0.69 |
| Bear Market Decile Rank | 97 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Lifetime Moderate 2050 |
|
|---|---|---|
| R-Squared | 82.12 | 93.73 |
| Beta | 0.99 | 1.33 |
| Alpha | 1.76 | -5.12 |
