| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
4
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 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 | 6.21 | -0.43 | -4.91 | 40 |
| 1-Month | 2.09 | 0.64 | -1.06 | 44 |
| 3-Month | 3.48 | -0.13 | -2.26 | 44 |
| 6-Month | 8.32 | -0.22 | -6.35 | 46 |
| 1-Year | 8.88 | -1.87 | -7.82 | 61 |
| 3-Year (Annualized) | 5.77 | -3.13 | -3.81 | 88 |
| 5-Year (Annualized) | 2.76 | -2.49 | 0.95 | 63 |
| 10-Year (Annualized) | 9.25 | 0.93 | 0.96 | 25 |
