| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
1
5
4
|
|
Zacks Investment Research
3
(Hold)
|
|
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 3 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 2013-06-11
Hypothetical Growth of $10,000
Updated 05.31.2013
Trailing Total Returns
Updated 05.31.2013
| Total Return % | + / - Morningstar Moderate Target Risk | + / - MSCI World NR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 7.13 | 0.74 | -4.04 | 15 |
| 1-Month | 2.04 | 2.27 | 2.00 | 3 |
| 3-Month | 3.32 | 0.31 | -2.28 | 29 |
| 6-Month | 10.01 | 2.39 | -3.25 | 13 |
| 1-Year | 21.23 | 5.16 | -6.54 | 10 |
| 3-Year (Annualized) | 10.75 | -0.03 | -2.59 | 27 |
| 5-Year (Annualized) | 3.04 | -1.93 | 1.53 | 47 |
| 10-Year (Annualized) | 10.68 | 2.89 | 2.99 | 12 |
