| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
1
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 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 | 4.94 | 4.05 | 3.77 | 9 |
| 1-Month | 2.61 | 1.60 | 1.51 | 7 |
| 3-Month | 3.27 | 1.67 | 1.57 | 13 |
| 6-Month | 7.33 | 6.43 | 5.90 | 12 |
| 1-Year | 12.56 | 8.89 | 7.83 | 14 |
| 3-Year (Annualized) | 9.97 | 4.46 | 3.97 | 11 |
| 5-Year (Annualized) | 8.62 | 2.89 | 2.55 | 28 |
| 10-Year (Annualized) | 9.49 | 4.44 | 4.09 | 5 |
