| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
2
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 | 12.11 | -0.62 | 0.24 | 17 |
| 1-Month | 1.66 | -0.27 | -0.46 | 33 |
| 3-Month | 6.42 | -0.77 | -0.85 | 21 |
| 6-Month | 15.59 | 1.16 | 1.87 | 13 |
| 1-Year | 14.72 | -2.17 | 2.12 | 16 |
| 3-Year (Annualized) | 10.98 | -1.82 | -2.46 | 49 |
| 5-Year (Annualized) | 6.27 | 1.06 | -0.39 | 20 |
| 10-Year (Annualized) | 7.50 | -0.38 | -0.57 | 48 |
