| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
5
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
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 3 for one year, 3 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 % | + / - S&P 500 TR | + / - Russell 1000 TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 14.42 | 1.69 | 1.45 | 9 |
| 1-Month | 3.09 | 1.16 | 1.28 | 4 |
| 3-Month | 8.68 | 1.49 | 1.52 | 7 |
| 6-Month | 15.33 | 0.91 | 0.28 | 28 |
| 1-Year | 17.33 | 0.44 | 0.16 | 26 |
| 3-Year (Annualized) | 13.67 | 0.87 | 0.75 | 7 |
| 5-Year (Annualized) | 7.46 | 2.25 | 1.98 | 4 |
| 10-Year (Annualized) | 10.12 | 2.23 | 1.80 | 4 |
