| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
3
4
3
|
|
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 | 6.53 | -0.11 | -4.59 | 33 |
| 1-Month | 2.19 | 0.74 | -0.96 | 40 |
| 3-Month | 3.70 | 0.08 | -2.04 | 33 |
| 6-Month | 8.77 | 0.22 | -5.90 | 43 |
| 1-Year | 9.77 | -0.98 | -6.93 | 52 |
| 3-Year (Annualized) | 6.64 | -2.27 | -2.95 | 74 |
| 5-Year (Annualized) | 3.59 | -1.66 | 1.78 | 45 |
| 10-Year (Annualized) | 10.12 | 1.80 | 1.83 | 20 |
