| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
2
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year, 1 for five years, and 1 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 % | + / - Barclays US Agg Bond TR USD | + / - Barclays US Universal TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 2.13 | 1.24 | 0.96 | 75 |
| 1-Month | 1.77 | 0.76 | 0.67 | 31 |
| 3-Month | 2.09 | 0.49 | 0.38 | 62 |
| 6-Month | 3.87 | 2.96 | 2.43 | 61 |
| 1-Year | 8.25 | 4.57 | 3.52 | 68 |
| 3-Year (Annualized) | 7.76 | 2.25 | 1.76 | 56 |
| 5-Year (Annualized) | 8.40 | 2.68 | 2.33 | 33 |
| 10-Year (Annualized) | 7.94 | 2.90 | 2.54 | 13 |
