| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
3
1
2
5
|
|
Zacks Investment Research
4
(Sell)
|
|
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 2 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 | 5.12 | -1.53 | -6.01 | 54 |
| 1-Month | 0.67 | -0.78 | -2.48 | 82 |
| 3-Month | -0.15 | -3.76 | -5.89 | 89 |
| 6-Month | 10.26 | 1.72 | -4.40 | 22 |
| 1-Year | 8.45 | -2.30 | -8.25 | 64 |
| 3-Year (Annualized) | 7.23 | -1.68 | -2.36 | 59 |
| 5-Year (Annualized) | 3.03 | -2.22 | 1.22 | 57 |
| 10-Year (Annualized) | 11.16 | 2.84 | 2.87 | 13 |
