| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
5
5
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 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 Value TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 13.24 | 0.50 | -0.77 | 50 |
| 1-Month | 2.58 | 0.66 | 1.07 | 19 |
| 3-Month | 8.72 | 1.54 | 1.67 | 9 |
| 6-Month | 14.26 | -0.16 | -2.05 | 67 |
| 1-Year | 17.25 | 0.36 | -4.56 | 67 |
| 3-Year (Annualized) | 11.68 | -1.12 | -0.66 | 39 |
| 5-Year (Annualized) | 5.68 | 0.47 | 1.51 | 18 |
| 10-Year (Annualized) | 7.41 | -0.48 | -1.02 | 62 |
