| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
4
3
5
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 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 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 % | + / - Morningstar Moderate Target Risk | + / - MSCI World NR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 9.62 | 2.98 | -1.50 | 6 |
| 1-Month | 4.01 | 2.56 | 0.86 | 2 |
| 3-Month | 6.65 | 3.04 | 0.91 | 3 |
| 6-Month | 11.24 | 2.69 | -3.43 | 12 |
| 1-Year | 15.71 | 4.96 | -0.99 | 8 |
| 3-Year (Annualized) | 10.72 | 1.82 | 1.14 | 7 |
| 5-Year (Annualized) | 3.82 | -1.43 | 2.01 | 39 |
| 10-Year (Annualized) | 8.59 | 0.28 | 0.30 | 35 |
