| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
1
1
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, 2 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 | 4.79 | 3.90 | 3.62 | 13 |
| 1-Month | 2.51 | 1.50 | 1.42 | 8 |
| 3-Month | 3.16 | 1.56 | 1.45 | 16 |
| 6-Month | 7.08 | 6.18 | 5.65 | 13 |
| 1-Year | 11.94 | 8.26 | 7.21 | 19 |
| 3-Year (Annualized) | 9.37 | 3.86 | 3.37 | 23 |
| 5-Year (Annualized) | 8.01 | 2.28 | 1.94 | 48 |
| 10-Year (Annualized) | 8.90 | 3.85 | 3.50 | 9 |
