| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
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 | 9.34 | 2.69 | 0.74 | 11 |
| 1-Month | 2.79 | 1.34 | 1.14 | 3 |
| 3-Month | 6.04 | 2.42 | 1.69 | 5 |
| 6-Month | 10.77 | 2.23 | -0.57 | 16 |
| 1-Year | 15.29 | 4.54 | 2.02 | 9 |
| 3-Year (Annualized) | 10.81 | 1.90 | 0.96 | 10 |
| 5-Year (Annualized) | 5.11 | -0.14 | 0.25 | 36 |
| 10-Year (Annualized) | 7.48 | -0.83 | -1.75 | 29 |
