| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
3
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year and 4 for five 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 | 5.69 | -0.71 | -5.48 | 35 |
| 1-Month | -0.62 | -0.39 | -0.66 | 28 |
| 3-Month | 2.57 | -0.45 | -3.04 | 43 |
| 6-Month | 7.29 | -0.33 | -5.97 | 37 |
| 1-Year | 18.47 | 2.40 | -9.30 | 17 |
| 3-Year (Annualized) | 8.85 | -1.93 | -4.49 | 58 |
| 5-Year (Annualized) | 1.30 | -3.67 | -0.21 | 76 |
