| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
4
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 3 for five years, and 1 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 | 6.74 | 0.09 | -4.39 | 30 |
| 1-Month | 1.78 | 0.33 | -1.37 | 55 |
| 3-Month | 4.47 | 0.85 | -1.27 | 17 |
| 6-Month | 9.85 | 1.31 | -4.81 | 25 |
| 1-Year | 11.61 | 0.87 | -5.08 | 30 |
| 3-Year (Annualized) | 9.07 | 0.17 | -0.51 | 24 |
| 5-Year (Annualized) | 5.42 | 0.17 | 3.61 | 19 |
| 10-Year (Annualized) | 11.61 | 3.30 | 3.32 | 10 |
