| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
4
4
|
|
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 | 7.00 | 0.35 | -4.13 | 28 |
| 1-Month | 1.84 | 0.39 | -1.31 | 54 |
| 3-Month | 4.65 | 1.03 | -1.09 | 17 |
| 6-Month | 10.26 | 1.72 | -4.41 | 22 |
| 1-Year | 12.45 | 1.70 | -4.24 | 22 |
| 3-Year (Annualized) | 9.89 | 0.99 | 0.31 | 16 |
| 5-Year (Annualized) | 6.22 | 0.97 | 4.40 | 9 |
| 10-Year (Annualized) | 12.45 | 4.13 | 4.16 | 2 |
