| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
1
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 | 11.99 | -0.75 | 0.12 | 18 |
| 1-Month | 1.62 | -0.31 | -0.51 | 36 |
| 3-Month | 6.36 | -0.83 | -0.92 | 22 |
| 6-Month | 15.38 | 0.95 | 1.67 | 14 |
| 1-Year | 14.24 | -2.65 | 1.65 | 19 |
| 3-Year (Annualized) | 10.52 | -2.28 | -2.92 | 58 |
| 5-Year (Annualized) | 5.83 | 0.62 | -0.82 | 27 |
| 10-Year (Annualized) | 7.04 | -0.84 | -1.03 | 61 |
