| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
2
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 2020 | % Rank | |
|---|---|---|---|---|
| Year-to-date | 5.80 | -0.85 | -0.77 | 53 |
| 1-Month | 1.34 | -0.11 | -0.15 | 69 |
| 3-Month | 3.20 | -0.41 | -0.50 | 57 |
| 6-Month | 7.43 | -1.11 | -0.77 | 58 |
| 1-Year | 9.56 | -1.19 | -1.08 | 55 |
| 3-Year (Annualized) | 7.85 | -1.06 | -1.99 | 60 |
| 5-Year (Annualized) | 3.58 | -1.67 | -1.61 | 63 |
| 10-Year (Annualized) | 7.00 | -1.32 | -2.70 | 10 |
