| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
5
3
|
|
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 | 12.30 | -0.43 | 0.43 | 14 |
| 1-Month | 1.72 | -0.21 | -0.41 | 30 |
| 3-Month | 6.58 | -0.60 | -0.69 | 20 |
| 6-Month | 15.89 | 1.47 | 2.18 | 10 |
| 1-Year | 15.26 | -1.63 | 2.66 | 12 |
| 3-Year (Annualized) | 11.51 | -1.29 | -1.92 | 38 |
| 5-Year (Annualized) | 6.79 | 1.58 | 0.14 | 14 |
| 10-Year (Annualized) | 7.98 | 0.10 | -0.09 | 36 |
