| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
3
1
3
1
|
|
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 | 4.86 | 3.97 | 3.69 | 11 |
| 1-Month | 2.59 | 1.58 | 1.50 | 7 |
| 3-Month | 3.28 | 1.68 | 1.58 | 13 |
| 6-Month | 7.20 | 6.30 | 5.77 | 13 |
| 1-Year | 12.28 | 8.61 | 7.55 | 16 |
| 3-Year (Annualized) | 9.66 | 4.15 | 3.66 | 17 |
| 5-Year (Annualized) | 8.32 | 2.59 | 2.24 | 36 |
| 10-Year (Annualized) | 9.19 | 4.14 | 3.79 | 6 |
