| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
1
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
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 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 2013-03-12
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 2030 | % Rank | |
|---|---|---|---|---|
| Year-to-date | 7.24 | 0.59 | -1.51 | 58 |
| 1-Month | 1.60 | 0.15 | -0.14 | 64 |
| 3-Month | 3.81 | 0.19 | -0.75 | 59 |
| 6-Month | 9.21 | 0.67 | -2.08 | 70 |
| 1-Year | 11.36 | 0.61 | -2.09 | 60 |
| 3-Year (Annualized) | 8.44 | -0.47 | -2.12 | 63 |
| 5-Year (Annualized) | 2.99 | -2.26 | -1.72 | 73 |
| 10-Year (Annualized) | 7.24 | -1.08 | -2.93 | 27 |
