| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
3
5
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 5 for one year, 4 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 | 6.61 | -0.04 | -4.52 | 32 |
| 1-Month | 2.22 | 0.78 | -0.92 | 39 |
| 3-Month | 3.78 | 0.16 | -1.96 | 31 |
| 6-Month | 8.93 | 0.38 | -5.74 | 40 |
| 1-Year | 10.08 | -0.67 | -6.62 | 48 |
| 3-Year (Annualized) | 6.93 | -1.98 | -2.66 | 65 |
| 5-Year (Annualized) | 3.87 | -1.38 | 2.06 | 38 |
| 10-Year (Annualized) | 10.40 | 2.08 | 2.11 | 19 |
