| 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 | -0.78 | 0.09 | 19 |
| 1-Month | 1.65 | -0.28 | -0.48 | 34 |
| 3-Month | 6.33 | -0.86 | -0.94 | 22 |
| 6-Month | 15.35 | 0.92 | 1.63 | 15 |
| 1-Year | 14.19 | -2.70 | 1.59 | 19 |
| 3-Year (Annualized) | 10.47 | -2.33 | -2.97 | 59 |
| 5-Year (Annualized) | 5.80 | 0.59 | -0.85 | 27 |
| 10-Year (Annualized) | 7.03 | -0.85 | -1.05 | 61 |
