| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
5
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Performance
In the 2009 Award Winners edition of The Independent Adviser for Vanguard Investors, Dan Wiener says, "The fund, which is more than three-quarters of a century old, has been stalwart through some of the worst stock and bond bear markets in history. Like the Energizer bunny, however, it just keeps going."
2010-01-26
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 | 10.24 | 3.84 | 1.33 | 15 |
| 1-Month | 0.68 | 0.91 | 0.39 | 36 |
| 3-Month | 5.58 | 2.56 | 1.33 | 12 |
| 6-Month | 11.10 | 3.48 | 0.35 | 18 |
| 1-Year | 20.34 | 4.27 | -1.22 | 18 |
| 3-Year (Annualized) | 13.18 | 2.40 | 0.54 | 10 |
| 5-Year (Annualized) | 6.51 | 1.53 | 1.93 | 8 |
| 10-Year (Annualized) | 8.53 | 0.74 | -0.13 | 3 |
