| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
4
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 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 | 12.23 | -0.51 | 0.36 | 15 |
| 1-Month | 1.68 | -0.25 | -0.44 | 32 |
| 3-Month | 6.51 | -0.68 | -0.77 | 21 |
| 6-Month | 15.77 | 1.34 | 2.06 | 11 |
| 1-Year | 15.06 | -1.83 | 2.47 | 13 |
| 3-Year (Annualized) | 11.34 | -1.46 | -2.09 | 41 |
| 5-Year (Annualized) | 6.65 | 1.44 | -0.01 | 15 |
| 10-Year (Annualized) | 7.89 | 0.01 | -0.18 | 39 |
