| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
2
2
|
|
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 3 for one year, 1 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 | 14.33 | 1.59 | 1.36 | 10 |
| 1-Month | 2.00 | 0.07 | 0.19 | 29 |
| 3-Month | 7.61 | 0.43 | 0.46 | 17 |
| 6-Month | 16.38 | 1.96 | 1.34 | 15 |
| 1-Year | 19.60 | 2.71 | 2.43 | 9 |
| 3-Year (Annualized) | 12.51 | -0.29 | -0.41 | 21 |
| 5-Year (Annualized) | 13.94 | 8.73 | 8.45 | 1 |
| 10-Year (Annualized) | 11.88 | 4.00 | 3.56 | 1 |
