| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
3
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 | 9.52 | 2.87 | 0.92 | 9 |
| 1-Month | 2.84 | 1.39 | 1.19 | 3 |
| 3-Month | 6.21 | 2.60 | 1.86 | 4 |
| 6-Month | 11.03 | 2.48 | -0.31 | 13 |
| 1-Year | 15.89 | 5.14 | 2.62 | 6 |
| 3-Year (Annualized) | 11.38 | 2.47 | 1.53 | 6 |
| 5-Year (Annualized) | 5.65 | 0.40 | 0.80 | 21 |
| 10-Year (Annualized) | 8.03 | -0.29 | -1.20 | 14 |
