| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
1
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 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 | 9.41 | 2.76 | 0.81 | 10 |
| 1-Month | 2.80 | 1.35 | 1.15 | 3 |
| 3-Month | 6.09 | 2.47 | 1.74 | 5 |
| 6-Month | 10.81 | 2.27 | -0.53 | 16 |
| 1-Year | 15.38 | 4.63 | 2.12 | 8 |
| 3-Year (Annualized) | 10.87 | 1.97 | 1.03 | 9 |
| 5-Year (Annualized) | 5.14 | -0.11 | 0.28 | 34 |
| 10-Year (Annualized) | 7.53 | -0.79 | -1.71 | 27 |
