| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
4
4
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 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, 4 for five years, and 5 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 % | + / - S&P 500 TR USD | + / - Russell 1000 TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 17.02 | 1.65 | 1.54 | 17 |
| 1-Month | 3.09 | 0.75 | 0.87 | 25 |
| 3-Month | 8.79 | 0.57 | 0.71 | 27 |
| 6-Month | 19.69 | 3.26 | 3.01 | 12 |
| 1-Year | 27.52 | 0.24 | -0.10 | 42 |
| 3-Year (Annualized) | 13.37 | -3.50 | -3.55 | 79 |
| 5-Year (Annualized) | 2.72 | -2.71 | -2.85 | 81 |
| 10-Year (Annualized) | 7.29 | -0.29 | -0.67 | 42 |
