| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
3
4
1
|
|
Zacks Investment Research
4
(Sell)
|
|
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 2 for one year, 2 for five years, and 4 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 % | + / - S&P 500 TR | + / - Russell 1000 TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 10.31 | -2.43 | -2.66 | 86 |
| 1-Month | -1.19 | -3.11 | -2.99 | 99 |
| 3-Month | 1.25 | -5.93 | -5.90 | 99 |
| 6-Month | 11.01 | -3.42 | -4.04 | 94 |
| 1-Year | 15.85 | -1.04 | -1.32 | 56 |
| 3-Year (Annualized) | 9.57 | -3.23 | -3.34 | 75 |
| 5-Year (Annualized) | 3.16 | -2.05 | -2.32 | 74 |
| 10-Year (Annualized) | 6.56 | -1.32 | -1.76 | 81 |
