| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
3
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 | 7.42 | 0.77 | 2.83 | 9 |
| 1-Month | 2.21 | 0.76 | 1.02 | 10 |
| 3-Month | 4.07 | 0.45 | 1.35 | 18 |
| 6-Month | 8.99 | 0.45 | 3.26 | 8 |
| 1-Year | 15.54 | 4.79 | 7.57 | 2 |
| 3-Year (Annualized) | 10.00 | 1.09 | 2.36 | 10 |
| 5-Year (Annualized) | 5.65 | 0.40 | 0.44 | 30 |
| 10-Year (Annualized) | 8.38 | 0.06 | 1.32 | 5 |
