| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
1
4
4
|
|
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 | 5.21 | -1.44 | -5.92 | 53 |
| 1-Month | 0.70 | -0.75 | -2.45 | 81 |
| 3-Month | -0.04 | -3.65 | -5.78 | 88 |
| 6-Month | 10.45 | 1.90 | -4.22 | 20 |
| 1-Year | 8.86 | -1.89 | -7.84 | 61 |
| 3-Year (Annualized) | 7.60 | -1.31 | -1.99 | 50 |
| 5-Year (Annualized) | 3.40 | -1.85 | 1.59 | 50 |
| 10-Year (Annualized) | 11.80 | 3.48 | 3.51 | 7 |
