| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
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 | 9.50 | -3.23 | -2.37 | 60 |
| 1-Month | 1.65 | -0.28 | -0.48 | 34 |
| 3-Month | 5.51 | -1.68 | -1.76 | 39 |
| 6-Month | 12.72 | -1.70 | -0.99 | 52 |
| 1-Year | 9.30 | -7.59 | -3.29 | 60 |
| 3-Year (Annualized) | 12.39 | -0.42 | -1.05 | 22 |
| 5-Year (Annualized) | 5.93 | 0.72 | -0.72 | 25 |
| 10-Year (Annualized) | 8.54 | 0.66 | 0.47 | 25 |
