| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
5
2
|
|
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 | 7.31 | 0.66 | -1.29 | 48 |
| 1-Month | 1.96 | 0.52 | 0.32 | 18 |
| 3-Month | 4.15 | 0.54 | -0.20 | 45 |
| 6-Month | 9.96 | 1.42 | -1.38 | 34 |
| 1-Year | 12.50 | 1.75 | -0.77 | 27 |
| 3-Year (Annualized) | 9.50 | 0.60 | -0.34 | 23 |
| 5-Year (Annualized) | 5.75 | 0.50 | 0.90 | 19 |
| 10-Year (Annualized) | 8.03 | -0.28 | -1.20 | 13 |
