| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
5
1
|
|
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 | 13.51 | 0.77 | -0.50 | 40 |
| 1-Month | 2.63 | 0.70 | 1.12 | 17 |
| 3-Month | 8.90 | 1.72 | 1.85 | 8 |
| 6-Month | 14.68 | 0.25 | -1.63 | 59 |
| 1-Year | 18.11 | 1.22 | -3.69 | 52 |
| 3-Year (Annualized) | 12.54 | -0.27 | 0.19 | 22 |
| 5-Year (Annualized) | 6.49 | 1.28 | 2.32 | 10 |
| 10-Year (Annualized) | 8.24 | 0.36 | -0.18 | 33 |
