| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 2 for five years, and 2 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-03-12
Hypothetical Growth of $10,000
Updated 04.30.2013
Trailing Total Returns
Updated 04.30.2013
| Total Return % | + / - Morningstar Moderate Target Risk | + / - Morningstar Moderately Cons Target Risk | % Rank | |
|---|---|---|---|---|
| Year-to-date | 7.65 | 1.00 | 3.06 | 8 |
| 1-Month | 2.15 | 0.70 | 0.96 | 13 |
| 3-Month | 4.38 | 0.77 | 1.66 | 12 |
| 6-Month | 9.15 | 0.60 | 3.41 | 7 |
| 1-Year | 15.43 | 4.68 | 7.46 | 3 |
| 3-Year (Annualized) | 9.75 | 0.84 | 2.11 | 11 |
| 5-Year (Annualized) | 5.46 | 0.21 | 0.25 | 35 |
| 10-Year (Annualized) | 8.25 | -0.07 | 1.19 | 5 |
