| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
4
5
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Risk
Volatility Measurements
Updated 05.31.2013
| Standard Deviation | 16.38 |
| Mean | 1.29 |
| Sharpe Ratio | 0.94 |
| Bear Market Decile Rank | 27 |
Modern Portfolio Theory Statistics
Updated 05.31.2013
|
Standard Index MSCI EAFE NR USD |
Best Fit Index Morningstar Moderate Target Risk |
|
|---|---|---|
| R-Squared | 82.72 | 93.0 |
| Beta | 0.82 | 1.74 |
| Alpha | 5.54 | -3.03 |
