| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
1
5
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 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 | 5.29 | -1.35 | -5.83 | 51 |
| 1-Month | 0.73 | -0.71 | -2.42 | 80 |
| 3-Month | 0.00 | -3.62 | -5.74 | 86 |
| 6-Month | 10.61 | 2.07 | -4.06 | 19 |
| 1-Year | 9.11 | -1.63 | -7.58 | 58 |
| 3-Year (Annualized) | 7.85 | -1.05 | -1.73 | 44 |
| 5-Year (Annualized) | 3.63 | -1.62 | 1.82 | 44 |
| 10-Year (Annualized) | 11.59 | 3.28 | 3.30 | 11 |
