| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
2
(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 3 for one year, 3 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-06-11
Hypothetical Growth of $10,000
Updated 05.31.2013
Trailing Total Returns
Updated 05.31.2013
| Total Return % | + / - Barclays US Agg Bond TR USD | + / - Barclays Govt/Credit 1-5 Yr TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 0.58 | 1.49 | 0.51 | 23 |
| 1-Month | -0.40 | 1.38 | 0.09 | 56 |
| 3-Month | 0.08 | 0.79 | 0.21 | 34 |
| 6-Month | 1.08 | 2.13 | 1.01 | 13 |
| 1-Year | 4.26 | 3.35 | 3.03 | 12 |
| 3-Year (Annualized) | 4.06 | -0.53 | 1.62 | 14 |
| 5-Year (Annualized) | 5.13 | -0.37 | 1.63 | 9 |
| 10-Year (Annualized) | 3.60 | -1.06 | 0.16 | 20 |
