| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
5
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 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 4 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 2013-03-12
Hypothetical Growth of $10,000
Updated 04.30.2013
Trailing Total Returns
Updated 04.30.2013
| Total Return % | + / - Morningstar Moderate Target Risk | + / - Morningstar Lifetime Moderate 2010 | % Rank | |
|---|---|---|---|---|
| Year-to-date | 5.17 | -1.48 | 0.22 | 31 |
| 1-Month | 1.23 | -0.22 | 0.05 | 55 |
| 3-Month | 2.91 | -0.71 | 0.00 | 36 |
| 6-Month | 6.54 | -2.01 | 0.52 | 45 |
| 1-Year | 8.67 | -2.08 | 0.12 | 43 |
| 3-Year (Annualized) | 7.37 | -1.54 | -1.59 | 45 |
| 5-Year (Annualized) | 4.24 | -1.01 | -1.25 | 38 |
| 10-Year (Annualized) | 6.16 | -2.16 | -2.54 | 16 |
