| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
3
|
|
Zacks Investment Research
4
(Sell)
|
|
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 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 | 9.64 | -3.09 | -2.23 | 56 |
| 1-Month | 1.38 | -0.55 | -0.74 | 45 |
| 3-Month | 4.99 | -2.19 | -2.28 | 54 |
| 6-Month | 12.87 | -1.56 | -0.84 | 49 |
| 1-Year | 9.09 | -7.80 | -3.51 | 62 |
| 3-Year (Annualized) | 13.05 | 0.24 | -0.39 | 13 |
| 5-Year (Annualized) | 6.19 | 0.98 | -0.47 | 21 |
| 10-Year (Annualized) | 8.14 | 0.26 | 0.06 | 31 |
