| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
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 2 for one year, 2 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 | 12.95 | 0.21 | -0.02 | 30 |
| 1-Month | 1.71 | -0.22 | -0.10 | 53 |
| 3-Month | 7.08 | -0.11 | -0.08 | 35 |
| 6-Month | 15.21 | 0.79 | 0.17 | 30 |
| 1-Year | 17.23 | 0.33 | 0.05 | 28 |
| 3-Year (Annualized) | 12.93 | 0.13 | 0.02 | 12 |
| 5-Year (Annualized) | 5.95 | 0.73 | 0.46 | 14 |
| 10-Year (Annualized) | 8.84 | 0.96 | 0.52 | 14 |
