| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
4
1
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 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 4 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 | 9.47 | -3.26 | -2.40 | 60 |
| 1-Month | 1.35 | -0.58 | -0.77 | 46 |
| 3-Month | 4.86 | -2.32 | -2.41 | 59 |
| 6-Month | 12.58 | -1.84 | -1.13 | 55 |
| 1-Year | 8.55 | -8.34 | -4.05 | 67 |
| 3-Year (Annualized) | 12.50 | -0.31 | -0.94 | 21 |
| 5-Year (Annualized) | 5.70 | 0.49 | -0.95 | 29 |
| 10-Year (Annualized) | 7.67 | -0.21 | -0.41 | 44 |
