| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
5
1
|
|
Zacks Investment Research
5
(Strong 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 1 for one year, 3 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 | 10.55 | -2.18 | -1.32 | 35 |
| 1-Month | 1.77 | -0.16 | -0.35 | 28 |
| 3-Month | 5.77 | -1.41 | -1.50 | 32 |
| 6-Month | 14.50 | 0.07 | 0.79 | 22 |
| 1-Year | 16.69 | -0.20 | 4.09 | 7 |
| 3-Year (Annualized) | 10.96 | -1.84 | -2.48 | 49 |
| 5-Year (Annualized) | 4.03 | -1.18 | -2.62 | 59 |
| 10-Year (Annualized) | 8.87 | 0.98 | 0.79 | 21 |
