| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
5
5
|
|
Zacks Investment Research
3
(Hold)
|
|
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 3 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 Growth TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 11.95 | -0.79 | 0.08 | 19 |
| 1-Month | 1.63 | -0.30 | -0.49 | 35 |
| 3-Month | 6.32 | -0.87 | -0.95 | 23 |
| 6-Month | 15.37 | 0.94 | 1.65 | 14 |
| 1-Year | 14.22 | -2.67 | 1.62 | 19 |
| 3-Year (Annualized) | 10.51 | -2.29 | -2.93 | 58 |
| 5-Year (Annualized) | 5.82 | 0.61 | -0.84 | 27 |
| 10-Year (Annualized) | 7.07 | -0.82 | -1.01 | 60 |
