| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
5
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 | 6.26 | -0.39 | -4.87 | 39 |
| 1-Month | 2.09 | 0.64 | -1.06 | 43 |
| 3-Month | 3.50 | -0.12 | -2.24 | 43 |
| 6-Month | 8.38 | -0.16 | -6.29 | 46 |
| 1-Year | 8.98 | -1.77 | -7.72 | 60 |
| 3-Year (Annualized) | 5.83 | -3.07 | -3.76 | 87 |
| 5-Year (Annualized) | 2.81 | -2.44 | 1.00 | 63 |
| 10-Year (Annualized) | 9.28 | 0.96 | 0.99 | 24 |
