| 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 | 13.22 | 0.49 | -0.78 | 51 |
| 1-Month | 2.56 | 0.63 | 1.05 | 20 |
| 3-Month | 8.69 | 1.51 | 1.64 | 10 |
| 6-Month | 14.21 | -0.21 | -2.10 | 69 |
| 1-Year | 17.17 | 0.28 | -4.64 | 69 |
| 3-Year (Annualized) | 11.63 | -1.17 | -0.71 | 40 |
| 5-Year (Annualized) | 5.62 | 0.41 | 1.45 | 19 |
| 10-Year (Annualized) | 7.34 | -0.54 | -1.08 | 64 |
