| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
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 | 14.52 | 0.10 | 0.81 | 22 |
| 1-Year | 16.75 | -0.14 | 4.15 | 6 |
| 3-Year (Annualized) | 11.02 | -1.78 | -2.42 | 48 |
| 5-Year (Annualized) | 4.09 | -1.12 | -2.56 | 58 |
| 10-Year (Annualized) | 9.05 | 1.17 | 0.97 | 18 |
