| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
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 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 2013-06-11
Hypothetical Growth of $10,000
Updated 05.31.2013
Trailing Total Returns
Updated 05.31.2013
| Total Return % | + / - Morningstar Moderate Target Risk | + / - Morningstar Moderately Aggr Target Risk | % Rank | |
|---|---|---|---|---|
| Year-to-date | 8.80 | 2.41 | -0.10 | 35 |
| 1-Month | -0.66 | -0.43 | -0.95 | 86 |
| 3-Month | 4.84 | 1.83 | 0.59 | 30 |
| 6-Month | 9.52 | 1.90 | -1.23 | 39 |
| 1-Year | 19.77 | 3.70 | -1.79 | 22 |
| 3-Year (Annualized) | 13.41 | 2.63 | 0.76 | 9 |
| 5-Year (Annualized) | 5.42 | 0.45 | 0.85 | 25 |
| 10-Year (Annualized) | 7.52 | -0.27 | -1.14 | 15 |
