| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 1 for one year, 1 for five years, and 1 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 % | + / - Barclays US Agg Bond TR USD | + / - Barclays US Govt/Credit 5-10 Yr TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 2.07 | 1.18 | 0.46 | 17 |
| 1-Month | 1.13 | 0.11 | -0.24 | 39 |
| 3-Month | 1.95 | 0.35 | -0.67 | 32 |
| 6-Month | 2.96 | 2.06 | 1.10 | 12 |
| 1-Year | 9.38 | 5.70 | 3.18 | 9 |
| 3-Year (Annualized) | 7.69 | 2.18 | -0.66 | 14 |
| 5-Year (Annualized) | 8.66 | 2.93 | 1.04 | 7 |
| 10-Year (Annualized) | 7.40 | 2.36 | 1.28 | 2 |
