| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
5
4
3
|
|
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 | 13.17 | 0.44 | -0.83 | 53 |
| 1-Month | 2.55 | 0.62 | 1.03 | 20 |
| 3-Month | 8.67 | 1.48 | 1.62 | 10 |
| 6-Month | 14.18 | -0.25 | -2.14 | 70 |
| 1-Year | 17.07 | 0.18 | -4.73 | 70 |
| 3-Year (Annualized) | 11.56 | -1.24 | -0.79 | 42 |
| 5-Year (Annualized) | 5.55 | 0.34 | 1.39 | 20 |
| 10-Year (Annualized) | 7.26 | -0.62 | -1.16 | 67 |
