| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
2
4
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
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, 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 2013-03-12
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 | 3.06 | 2.17 | 1.89 | 43 |
| 1-Month | 1.88 | 0.87 | 0.79 | 29 |
| 3-Month | 2.34 | 0.74 | 0.63 | 46 |
| 6-Month | 5.22 | 4.31 | 3.78 | 30 |
| 1-Year | 10.67 | 7.00 | 5.94 | 34 |
| 3-Year (Annualized) | 8.48 | 2.96 | 2.47 | 38 |
| 5-Year (Annualized) | 6.37 | 0.64 | 0.29 | 83 |
| 10-Year (Annualized) | 7.61 | 2.57 | 2.21 | 35 |
