| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
5
2
|
|
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 4 for one year, 3 for five years, and 2 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 | 8.57 | 2.18 | -0.33 | 39 |
| 1-Month | 1.30 | 1.54 | 1.02 | 19 |
| 3-Month | 4.78 | 1.76 | 0.53 | 31 |
| 6-Month | 9.03 | 1.41 | -1.72 | 50 |
| 1-Year | 17.50 | 1.43 | -4.06 | 47 |
| 3-Year (Annualized) | 11.98 | 1.21 | -0.66 | 22 |
| 5-Year (Annualized) | 4.68 | -0.29 | 0.11 | 44 |
| 10-Year (Annualized) | 7.88 | 0.09 | -0.78 | 9 |
