| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
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, 3 for five years, and 3 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 Aggr Target Risk | % Rank | |
|---|---|---|---|---|
| Year-to-date | 9.70 | 3.05 | 1.10 | 6 |
| 1-Month | 2.88 | 1.43 | 1.23 | 2 |
| 3-Month | 6.28 | 2.67 | 1.93 | 3 |
| 6-Month | 11.25 | 2.70 | -0.10 | 10 |
| 1-Year | 16.32 | 5.57 | 3.05 | 5 |
| 3-Year (Annualized) | 11.79 | 2.89 | 1.94 | 4 |
| 5-Year (Annualized) | 6.05 | 0.80 | 1.20 | 14 |
| 10-Year (Annualized) | 8.45 | 0.14 | -0.78 | 6 |
