| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
3
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 1 for one year, 1 for five years, and 3 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 | 11.64 | -1.09 | -1.33 | 72 |
| 1-Month | 1.88 | -0.05 | 0.07 | 41 |
| 3-Month | 5.70 | -1.49 | -1.46 | 74 |
| 6-Month | 14.86 | 0.43 | -0.19 | 38 |
| 1-Year | 18.33 | 1.44 | 1.16 | 15 |
| 3-Year (Annualized) | 12.08 | -0.72 | -0.83 | 31 |
| 5-Year (Annualized) | 9.04 | 3.83 | 3.56 | 2 |
| 10-Year (Annualized) | 8.71 | 0.83 | 0.39 | 16 |
