| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
4
5
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 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 4 for one year, 3 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 2013-06-11
Hypothetical Growth of $10,000
Updated 05.31.2013
Trailing Total Returns
Updated 05.31.2013
| Total Return % | + / - Morningstar Moderate Target Risk | + / - Morningstar Moderately Cons Target Risk | % Rank | |
|---|---|---|---|---|
| Year-to-date | -3.25 | -9.64 | -7.09 | 98 |
| 1-Month | -2.04 | -1.80 | -1.32 | 89 |
| 3-Month | -2.95 | -5.96 | -4.67 | 98 |
| 6-Month | -3.06 | -10.68 | -7.60 | 98 |
| 1-Year | 3.28 | -12.79 | -7.43 | 95 |
| 3-Year (Annualized) | 6.86 | -3.91 | -1.77 | 75 |
| 5-Year (Annualized) | 5.46 | 0.48 | 0.50 | 28 |
| 10-Year (Annualized) | 8.95 | 1.16 | 2.36 | 1 |
