| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
4
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
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 | 7.10 | 0.45 | -4.03 | 27 |
| 1-Month | 1.85 | 0.41 | -1.30 | 53 |
| 3-Month | 4.73 | 1.12 | -1.01 | 15 |
| 6-Month | 10.41 | 1.87 | -4.25 | 21 |
| 1-Year | 12.74 | 1.99 | -3.96 | 19 |
| 3-Year (Annualized) | 10.17 | 1.27 | 0.59 | 15 |
| 5-Year (Annualized) | 6.48 | 1.23 | 4.67 | 8 |
| 10-Year (Annualized) | 12.73 | 4.42 | 4.44 | 1 |
