| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
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 | 12.33 | -0.40 | 0.46 | 14 |
| 1-Month | 1.70 | -0.22 | -0.42 | 31 |
| 3-Month | 6.61 | -0.57 | -0.66 | 19 |
| 6-Month | 15.95 | 1.53 | 2.24 | 10 |
| 1-Year | 15.45 | -1.44 | 2.86 | 11 |
| 3-Year (Annualized) | 11.69 | -1.11 | -1.75 | 34 |
| 5-Year (Annualized) | 6.96 | 1.75 | 0.30 | 12 |
| 10-Year (Annualized) | 8.20 | 0.31 | 0.12 | 31 |
