| 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 | 9.63 | 2.98 | 1.03 | 7 |
| 1-Month | 2.83 | 1.39 | 1.19 | 3 |
| 3-Month | 6.27 | 2.65 | 1.92 | 4 |
| 6-Month | 11.15 | 2.61 | -0.19 | 11 |
| 1-Year | 16.18 | 5.43 | 2.91 | 5 |
| 3-Year (Annualized) | 11.67 | 2.77 | 1.83 | 5 |
| 5-Year (Annualized) | 5.96 | 0.70 | 1.10 | 15 |
| 10-Year (Annualized) | 8.35 | 0.04 | -0.88 | 8 |
