| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
4
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 1 for one year, 2 for five years, and 1 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 | 13.95 | 1.22 | 2.08 | 6 |
| 1-Month | 2.88 | 0.95 | 0.75 | 3 |
| 3-Month | 7.09 | -0.10 | -0.18 | 13 |
| 6-Month | 18.93 | 4.51 | 5.22 | 3 |
| 1-Year | 21.61 | 4.72 | 9.02 | 2 |
| 3-Year (Annualized) | 13.39 | 0.58 | -0.05 | 10 |
| 5-Year (Annualized) | 6.68 | 1.47 | 0.02 | 14 |
| 10-Year (Annualized) | 10.38 | 2.49 | 2.30 | 7 |
