| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
3
2
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 | 6.39 | -0.26 | -4.74 | 35 |
| 1-Month | 2.16 | 0.72 | -0.99 | 40 |
| 3-Month | 3.62 | 0.01 | -2.12 | 38 |
| 6-Month | 8.57 | 0.03 | -6.10 | 44 |
| 1-Year | 9.41 | -1.34 | -7.29 | 56 |
| 3-Year (Annualized) | 6.26 | -2.65 | -3.33 | 79 |
| 5-Year (Annualized) | 3.24 | -2.01 | 1.42 | 52 |
| 10-Year (Annualized) | 9.80 | 1.49 | 1.51 | 22 |
