| 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 2013-06-11
Hypothetical Growth of $10,000
Updated 05.31.2013
Trailing Total Returns
Updated 05.31.2013
| Total Return % | + / - S&P 500 TR USD | + / - Russell 1000 Growth TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 15.09 | -0.28 | 1.14 | 17 |
| 1-Month | 2.83 | 0.49 | 0.97 | 39 |
| 3-Month | 8.44 | 0.22 | 0.52 | 20 |
| 6-Month | 16.57 | 0.14 | 2.65 | 16 |
| 1-Year | 25.54 | -1.73 | 2.99 | 24 |
| 3-Year (Annualized) | 14.69 | -2.18 | -2.51 | 54 |
| 5-Year (Annualized) | 6.15 | 0.73 | -0.13 | 21 |
| 10-Year (Annualized) | 6.59 | -0.98 | -1.15 | 67 |
